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Consultation and Proposal Request
If you are interested in receiving a free consultation and proposal, please complete the following information and hit the 'Submit Form' button at the bottom of the page. If you would prefer to fax the information, complete the form and then hit the print button on your tool bar. Fax the form to 248-328-8612.
 | Please provide the following contact information: |
| First Name | |
| Last Name | |
| Title | |
| Organization | |
| Street Address | |
| Address (cont.) | |
| City | |
| State | |
| Zip Code | |
| Work Phone | - |
| FAX | - |
| Please check from the following for which you
would like information: (check all that apply) Qualified Plan Administration Services Investment Advisory Services Plan Document Services LifeInsurance Annuities (Variable or Fixed) Long Term Disability Long Term Care Other |
Check here and complete the
following information if you would like to have us
process projections and determine the best
suited retirement plan for your
company.
| Company Information |
Business Structure (e.g. C-Corp, S-Corp, Sole Prop, etc.)
Controlled Group? Yes
No
Total number of employees on your payroll
How many work less than 1,000
hours?
Are there union employees? Yes
No
If yes, do they have a plan? Yes
No
Do company profits fluctuate widely or tend to remain stable?
Does company now have a plan? Yes
No
If yes, what type: Traditional
Defined
Benefit Cash
Balance
401(k)
Profit
Sharing Money
Purchase
Simple
IRA SEP
Other
Current Plan
Assets:
$
Current Investment Advisor:
Current Investment Company Custodian:
What is the main objective of the retirement plan?
To maximize the owner(s)' benefit while
minimizing the staff employees' benefit
In
addition to the owner(s), to maximize the benefit of the following employees
To provide a
plan for the main benefit of the employees
What is the desired annual employer contribution amount?
The
maximum tax deductible contribution
%
of payroll
$
flat dollar amount
Other
List any other objectives:
| Employee Information
(complete for ALL employees, including owners and part-time employees.) Note: DOB=Date of Birth; DOH=Date of Hire; Estimated Wages and Hours should be annual. For Hours, select the appropriate choice from the drop-down menu (the default is 1,000+). |
When all employees are input, scroll down to bottom of page to finish and submit the form.
Employee Name
Soc Sec No DOB
DOH
Est. Wages Est. Hours % of Stock
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Please note any of the above employees that are related to each other:
Employee Name
Related To
Relationship (e.g. spouse, mother, etc.)
Other notes or comments: