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Request A Custom Proposal

Proposal Request Form

Your Personal/Company Information

Company Name

Company Contact First Name

Company Contact Last Name

Company Address

Address Line 1

Address Line 2

City

State

Zip Code

Company Phone Number

Cell Phone Number

Basic Retirement Plan Information

Give us some information about your existing retirement plan and its structure (if you have one in place.)

Plan Type

New Plan

Takeover Plan

Current Retirement Plan Type (if existing)

401(k)

Cash Balance 401(k) with Profit Sharing

Cash Balance

ESOP

403(b) Plan

Defined Benefit Plan

Governmental 457(b)

Number Of Participants

Number of Employees

Est. Annual Contributions

Est. Takeover Assets (If Existing)

Current Investment Company

Your Investment Professional Information

Investment Company Where Assets Will Be Held:

Will Brokerage Account Be Offered?

Yes

Will PPS Be Creating The Plan Document?

Yes

Investment Professional Name:

Advisor Company

Investment Professional Email:

Investment Professional Phone/Mobile

Additional Comments or Questions

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Contact Us

Pension Plan Specialists, PC
805 Broadway, Suite 600
Vancouver WA 98660

Toll Free: 844-416-2162
Phone: 360-694-8409
Phone: 503-228-6626
Fax: 360-696-2113
Email: [email protected]

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