Request For Proposal

The information provided below will allow Retirement Strategies, LLC to prepare a proposal which will cover the services Retirement Strategies, LLC provides, as well as the installation and administrative fees that will be charged by Retirement Strategies, LLC.

request-for-proposal-formv2.pdf
File Size:	203 kb
File Type:	pdf

Download File

* Indicates required field

Proposal Requested By: *

First

Last

Address *

Line 1

Line 2

City

State

Zip Code

Country

Email *

Plan Status *

New Plan (Please complete Section A) Existing Plan (Please complete Section B)

Client Name *

Section A - For New Plans Only

Desired Plan Year Start *

Desired Plan Year End *

Number of Full-time Employees (working more than 1,000 hours) *

Desired Plan Design *

401(k) Plan Safe-Harbor Plan Profit Sharing Plan Cross-Tested Plan Undecided

Desired Investment Provider(s) *

Section B - For Existing Plans Only

Plan Year Start *

Plan Year End *

Number of Full-time Employees (working more than 1,000 hours) *

Number of Eligible Plan Participants *

Current Investment Provider(s) *

Current Valuation Frequency *

Annual Semi-Annual Quarterly

Current Plan Design *

401 (k) Plan Safe-Harbor Plan Profit Sharing Plan Cross-Tested Plan Uncertain

Will the Investments be transferred to a New Investment Provider *

Yes No

If the Investments are to be be transferred to a New Investment Provider, what is the Desired Investment Provider(s) *

Desired Investment Arrangement *

Allocated Segregated (Brokerage Account) Pooled (Balance Forward)

Note:

If plan design illustrations are desired with this proposal, please download the pdf form at the top of this page and complete the EMPLOYEE DATA REQUEST Form.

Submit

Our Company
Home
About Us
Mission Statement
Value Proposition
Service Model

Our Services
Services Overview
Plan Sponsor Services
Investment Advisor Services
Request For Proposal

Retirement Plans
401(k) Plans
Profit Sharing Plans
Solo 401(k) Plans
Safe Harbor Plans
Cross-Tested Plans
Cash Balance Plans

Resource Center
Retirement Plan Limits
Investment Platforms
Plan Sponsor Login
Investment Advisor Login
Contact Us