We will review the design of your client’s retirement plan at NO COST and then offer you our recommendations for improving it. We will consider an age-weighted (or cross-tested) approach, 401(k) and safe harbor 401(k), and other available techniques to get higher contributions to the key employees.

Our Promise ~ All information you provide to us will be held in strict confidentiality. We will never share any information about you or your client with anybody without your prior consent. Nor will we attempt to contact your client directly unless specifically directed to do so by you.

There are NO LIMITS on the number of proposals you can submit. Our goal is to help you serve your clients better.

We will need information about the provisions of your client’s current plan and employee census data to provide an accurate proposal.

Here’s how to request your no-cost proposal:

Download the Excel file below and save it to your computer. You should enter the requested information and e-mail the completed file to us at the e-mail address furnished on the top of the Excel file.