Request For Proposal

The information below helps us recommend the best type of retirement plan, features, and benefits for you and your organization. Complete what you can, and leave blank what you don't know. If you would like to speak with one of our team members they can be reached weekdays 6am-5pm PST by email at info@leadingretirement.com, by phone at 206-430-5084, or chat with us directly using the chat box on our website.

If you would like a full plan proposal you will need to fill out an employee census and include it with your request.

The employee census template can be found here. Once filled out, either attach it to this form, email it to us at info@leadingretirement.com, or upload it via our secure portal.

Please indicate how you will submit the employee census*

Submit via this formEmailed to info@leadingretirement.comVia our secure upload portalI am choosing not to include a census at this time

Attach Census Here

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Responses will be encrypted after submitting

Contact Information

Contact Name*

First NameLast Name

Contact Title

Email*

example@example.com

Contact Phone Number*

Area CodePhone Number

Company/Sponsor Information

Company Name

Doing Business As (DBA)*

*If applicable

Company Website

Company Address

Street Address

Street Address Line 2

CityState

Zip Code

Type Of Entity

Select One

*Specify Other

Fill out if type of entity is other

State of Incorporation/Formation

Fiscal Year End

NAICS of Company

Industry Classification

Number of Offices

Or Locations

Owners/Members

# of Company Owners

W-2 Employees

# of W-2 Employees

Other Employees

# of Other Employees

Nature of Business

What type of industry are you in?

How did you find out about LRS?*

Internet SearchEmail from LRSReferred by SomeoneOther

Who Referred you to LRS

Referrers Phone Number

Area CodePhone Number

Referrers Email

example@example.com

Retirement Plan Information

Please indicate plan type*

New/Startup PlanExisting Plan

Retirement Plan Type

Desired plan type, if known

Retirement Plan Type

Of your current plan

Traditional Investments

Total Approximate Amount

Non-Traditional Investments

Total Approximate Amount

Proposed Service Start Date

Date

Retirement Plan Goals & Objectives

What do you like most about your current plan and/or service provider(s)?

What do you wish you could change about your current plan and/or service provider(s)?

Do you want to maximize contributions to owners/highly compensated employees by contributing matching and/or profit sharing contributions?

YesNoPrefer a recommendation from LRS

Rank the importance of your objective(s) in starting/maintaining a retirement plan

	1 (Very Important)	2	3	4	5 (Unimportant)
Maximize Total Contribution
Maximize Contribution to Employees
Minimize Contribution to Employees
Favor Certain Employee Groups
Flexibility of Contributions
Employee Retention/Incentive
Reduce Taxes
Access to Non-Traditional Investments

Identify any additional objective(s)

Any other notes

Leading Retirement Solutions

(206) 430-5084 | (800) 974-2814

info@leadingretirement.com | www.leadingretirement.com