Proposal Request

Please complete the following information in order to request a proposal for your client. Complete one form for each plan type requested. (All fields marked * are required)

* Name:
* Company:
* Phone:
* Email:

* Address:
* City:
* State:
* Zip:

Proposal Information (needed in order to prepart proposal for your client)
The proposal will be emailed to you within 5 business days.

* Proposed Plan Type:

401(k)	New Comparability
Money Purchase	Safe-Harbor 401(k)
Defined Benefit	TSC Recommendation

(If you chose TSC Recommendation, you will be e-mailed a census spreadsheet to be completed for an accurate proposal)

* Direction of Assets:	Participant-Directed Trustee-Directed	* Takeover or New Plan?	Takeover New
* Valuation Type:	Daily Quarterly Balance Forward Annual	* Number of eligible participants:

Current Plan Information (Optional, if applicable)

Current Plan Year-End:
Where are assets currently invested?
Porposed Investments following takeover:
WIll the plan maintain any of the current investments?	Yes No
If yes, please specify:
Please list all other company sponsored qualified plans:
Comments (Please tell us of any special situation you are aware of that might affect this quote.)

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