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Selecting the Right Plan
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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:
© Copyright 2009, Independent Pension Consultants, Ltd. All Right Reserved. The information herein was obtained from sources which Independent Pension Consultants, Ltd. and its suppliers believe reliable, but they do not guarantee its accuracy.