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ERISA 3(16)
Mary Beth’s Corner
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CLOSE
Who We Serve
Financial Advisors
Plan Sponsors
Participants
ERISA 3(16)
Mary Beth’s Corner
Let’s Connect
Meet Our Experts
Contact Us
Proposal Request
CLOSE
Who We Serve
Financial Advisors
Plan Sponsors
Participants
ERISA 3(16)
Mary Beth’s Corner
Let’s Connect
Meet Our Experts
Contact Us
Proposal Request
Menu
CLOSE
Who We Serve
Financial Advisors
Plan Sponsors
Participants
ERISA 3(16)
Mary Beth’s Corner
Let’s Connect
Meet Our Experts
Contact Us
Proposal Request
Proposal Request
Fill out our form below to help us tailor a proactive plan design and achieve accurate results.
Your Personal Information
First Name *
(Required)
Last Name *
(Required)
Company Name *
(Required)
Email Address *
(Required)
Phone Number *
(Required)
Address *
(Required)
Role *
(Required)
FINANCIAL ADVISOR
PLAN SPONSOR
Proposed Plan Information
PLAN SPONSOR NAME
NUMBER OF EMPLOYEES
SELECT *
(Required)
EXISTING PLAN
STARTUP PLAN
DESIRED PLAN TYPE *
(Required)
401(k)
403(b)
401(k) CASH BALANCE COMBO
DEFINED BENEFIT/CASH BALANCE
401(k) W/ PROFIT SHARING
NUMBER OF ACCOUNT BALANCES (IF APPLICABLE)
ESTIMATED ANNUAL CONTRIBUTIONS
ESTIMATED TAKEOVER ASSETS (IF APPLICABLE)
CURRENT INVESTMENT PROVIDER (IF APPLICABLE)
CURRENT TPA (IF APPLICABLE)
PERSPECTIVE INVESTMENT PROVIDER(S) (IF APPLICABLE)
GOALS *
(Required)
MAXIMIZE OWNER CONTRIBUTIONS
ATTRACT AND RETAIN EMPLOYEES
FIDUCIARY SUPPORT
PLAN EXPENSE REVIEW
PLAN DESIGN FLEXIBILITY
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