At IPC...  We make the pieces fit!
At IPC...  We make the pieces fit!
Selecting the Right Plan | Request a Quote
If you wish to submit a RFP, please email it to business-solutions@ipclimited.com with contact information and the due date.
Download Census and Allocation Template
I. Information About Person Requesting Proposal
Name:
Firm name:
Address:
Telephone:
Fax:
Email address:

II. Information About Employer (can be real or ficticious name)
Name:
State of incororation (if corporation):

III. Information About Plan
Name:
Last day of applicable plan year: (Month/Day/Year)
Is plan top-heavy under IRC 416? Yes No
Does plan presently allow 401(k) contributions? Yes No
If possible, please furnish estimated contributions during the year:
Total assets in plan:
Total number of eligible participants:

IV. Information About Intended Contribution
Amount of contribution, if known:
Please describe any special objectives you wish to accomplish;
e.g. minimizing contributions for non-highly compensated employees:

  
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