Home Page
About Us
Why Offer Retirement Plans?
Request for Proposal
FAQ's
Plan Types
Forms
Group Insurance Benefits
Useful Links
Contact Us
Contact Us

REQUEST FOR PROPOSAL

1. Name of Business:
2. Address:
3. Phone Number:       Fax Number:
4. Contact Person:
5. Type of Business Entity:

Corporation S Corporation Professional Corporation

Partnership Sole Proprietorship

Tax ID#:

6. Profile of Owners:

Principals

Name: Title: % Owner:

Name: Title: % Owner:

Name: Title: % Owner:

Name: Title: % Owner:

Do the principals own, control or manage any other business? yes no
Is this business affiliated in any way with any other business? yes no
Is this business an owner or division of any other business?    yes no

Please describe the relationship with any affiliated business:

Are any employees of the business related to the principal or the ten most highly compensated employees in any one of the following ways: spouse, lineal ascendants (e.g., parents, grandparents), lineal descendants (e.g., children, grandchildren), spouses of lineal ascendants, or spouses of lineal descendants? If so, name the principal or other employee, the related employee, state the relationship of the related employee to the principal or other employee, and, if a lineal descendant, state the age of the lineal descendant.

7. Predecessor Business:

     Date of establishment:   mm/dd/yy

     Date of change: mm/dd/yy

8. Date current business began: mm/dd/yy

     Date of incorporation: mm/dd/yy

9. Taxable year:

10. Do you have union employees? Yes No

Questions / Comments: