401(k) and Pension Plans

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For a free look at a customized 401(k) Plan, Pension Plan, or combination, please complete this form and submit.

This is a solicitation for retirement planning services and related products. A financial consultant that specializes in retirement plans will contact you via email and telephone. We require a census of all employees. Please email a census to brent@lifesolutionsonline.com or ask for a spreadsheet and we'll send you one.

Business Owner's Name *

Name of Business *

Email *

Business Address *

Phone number *

Date of Incorporation of Business *

YYYY

Tax Status of Business *

Tax Year End *

State Business is Incorporated in *

Do you have an existing business sponsored retirement plan in place? *

Yes

Do any owners have an ownership interest in any other firms? *

Yes

Will this business have more than 25 employees? *

Yes

How much do you want to contribute to your retirement plan? It will help us to know what your budget is.

Rank the importance of the Business objective in establishing a retirement plan: 1 = Low and 5 = High *

Maximize Total Contribution

Maximize Contribution to Owner

Minimize Contributions to Employees

Favor Certain Employee Groups

Flexibility of Contributions

Employee Retention / Incentive

List other plan objectives

Types of plans being considered (check all that apply)

401(k)

Safe Harbor 401(k)

Profit Sharing

Defined Benefit

Cash Balance

412(e)(3)

SEP or SIMPLE

Check here if you're unsure -- we will do the rest!

Business Income *

Consistent

Variable

Employee Turnover *

High

Low

Other Interests

I want to set up a Rollover IRA

I want to convert my IRA to a Roth IRA

I want to protect my principal in my retirement plan

I want a retirement plan with guaranteed growth

I want to avoid running out of money during retirement

I need a Retirement Planning Analysis

I need to review my Estate Plans and review my Beneficiary Designations

I want to set up a new IRA or Roth IRA

Other:

An Employee Census Is Required

We require a census of all employees. If you have one, please email it to brent@lifesolutionsonline.com or if you need one to fill out, send an email and ask for a census spreadsheet and we'll send you one.

Or you can download one by clicking here: http://census.brentdgardner.com

That link leads to an Excel Spreadsheet (.xls file). Please fill it out with all the necessary owner and employee data and return via email to brent@lifesolutionsonline.com

Please be sure to hit the submit button. Thank you!

This is a solicitation for retirement planning services and related products. A financial consultant that specializes in retirement plans will contact you via email and telephone.

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