Client Name :
Street Address : 
Telephone :
Fax :
Contact Person:
Type of Corporation:
Plan Type 401(k) Profit Sharing Defined Benefit Money Purchase Other
Current Carrier: Current Assets: Transfer Assets:
Number of Eligible Employees: Number of Participating Employees:
Current Investments (Assets by Fund):
If Takeover: Copy of Plan Summary:
Current Fees:  A
Employer Contribution or Match ($ or %)
Employer / Employee Reports: Annual Semi-Annual Quarterly

The above is adequate information to provide you with a Pension Proposal which will include a Fund and Expense Projection which includes plan costs.  If you would like to see a detailed proposal listing each employee’s contribution and costs, please include a complete census, stating employee name, date of birth, date of employment, and salary.