401(k) or 403(b) Information Request

401(k) Information Request
Thanks for your interest! Whether your business or entity has an existing 401k plan or 403b plan or whether you want to inquire about setting up a plan, we can help. We help you and your employees along the way and take an active role in helping you meet your goals. All information will be kept confidential. We will review your information, do appropriate fact-finding for your situation, and make a recommendation for your plan. This is a no-obligation process and you are in charge along the way - no pressure!

Name of Business or Entity *

Contact person *

First Name Last Name

Address

Street Address

Street Address Line 2

City State / Province

Postal / Zip Code

Email *

example@example.com

401(k) or 403(b) plan information

Which best describes your plan?

Existing 401(k) plan

Existing 403(b) plan

Wanting to start 401(k) plan

Wanting to start 403(b) plan

Existing 'other' plan

Wanting to start 'other' plan

Unsure how to answer

If new or changing plans, when would you take action?

During the next 1-3 months

Within 6 months

Within a year

How many employees would you expect to participate in the plan (or are currently in your plan)? *

What approximate percentage of your employees does this represent?

Do you match employee contributions or plan to match, if new?

Special situations or information that would guide your decision:

If you have a current plan summary and/or census, you can upload here:

Advisory Services are offered through Creative Financial Designs, Inc., a Registered Investment Adviser, and Securities are offered through cfd Investments, Inc., a Registered Broker/Dealer, Member FINRA & SIPC, 2704 S. Goyer Rd., Kokomo, IN 46902. 765-453-9600. Faith Investment Services is independently owned and not controlled by the CFD Companies.

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401(k) or 403(b) Information Request

401(k) Information Request

401(k) or 403(b) plan information