Quote Request For
 
Plan Demographics
 
Current Plan Assets Annual Contributions
Participants with Balance Eligible Participants
Name of Plan on 5500
 
Plan Details
Current RecordKeeper Current Administrator
 
 
Does the plan have an Investment Fiduciary? Yes No
3(21) 3(38)
 
 
Does the plan have an Administrative Fiduciary? Yes No
 
What services are privoded?
Onsight Education and Enrollment Plan Benchmarking
Plan Design Vendor Searches
Investment Policy Statement Individual Participant Advice
Investment Reviews Plan Committee Meeting Support
 
  What does the plan offer?
Index Funds Customized portfolio/target date solution
Target Date Funds Managed Account Option for employees
 
 
Items To Help With Quote
 
Current asset statement by investment.
 
Detail of billable charges for plan for last 12 months or calendar year.
 
Current investment Menu for plan.
 
Describe nature of the employers business
 
Stated goals of the employer in attaing quotes for the plan.