Advised 401K Proposal Request
Thank you for your interest.   Please complete the fields below to shop providers for 401k/employer plan options. If you have any questions on this form, please reach out via demauriac.com/contact-us 
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Email *
Your Name *
Is this a new plan or a conversion of an existing 401k plan? *
Phone number *
What is the Business or Organization Name? If your plan already exists, what is the name that shows on your current plan? *
What type of plan do you currently have? (Examples: 401k, 403b, Simple IRA, Solo K, Pension) *
Is there a primary contact person on your plan other than you? If so, please type the full name and preferred email of that contact person below. If you are the primary contact person on the plan, type "N/A" *
If you have a current plan, what provider(s) are you currently using? (401k plan, financial advising, 3rd party administration, payroll). There are likely multiple providers involved. Please list the names of any companies you currently work with and what service they provide for you. *
How many participants are in the plan?  *
What are the estimated assets you would like on the quote? (For example: If it is an existing plan, how large is the plan currently? If it is a brand new, start up plan with no existing assets, you'll say $0). This could impact pricing and what providers will be available to us, so try to make sure this number is accurate. *
What are 1-3 reasons why are you seeking a change in your employer benefits solutions? A few examples of ways we've helped clients in the past:

*Improve service and plan efficiency, streamlined digitized onboarding
*More personalized financial education
*Availability of one on one financial planning and additional private wealth management services 
*Reduce plan cost and cost transparency
*Guidance when it comes to investing
*Help beginning a new employee benefits plan to attract and retain talent
 *
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