Lifetime Wealth Management, Inc..

401(k) Quote Request Form

401(k) Information Request

The information you have requested requires that you complete the following survey as completely and accurately as possible.  Once submitted the information will be e-mailed to our office(s) and we will expedite your request.  This information will be kept confidential and will be used for internal purposes only.  We look forward to serving you.
 

Fields marked with a Red asterisk * are required.

Fields marked with a Blue asterisk * , at least 1 of the fields must be filled in.

Contact Information
* Name:
Address:
City:  State:   Zip:
Phone: * Work:
* Home: 
   
 Fax: 
* Email Address:

Additional Information
How Soon Do You Want to Implement a New 401(k) Plan?: ASAP
Within two weeks
Within one month
Within two months
More than two months
Do You Currently Offer a 401(k) Plan?:

No   Yes

If 'Yes', Approximately How Much Do You Plan to Rollover Into the New Plan?

If 'Yes', What Is the Approximate Amount of the Annual Contributions to Your Current Plan? (include employee plus employer contributions - excluding company stock)
Number of Eligible Employees:

Number of Employees Likely to Participate in the Plan:

Number of Domestic Locations/Offices Your Business Maintains: Less than 5
5-25
26-100
100+
Type of Investment Vehicle: (check all that apply) Multiple Mutual Funds in a Single Fund Family
No-Load Mutual Fund
Self-Directed Brokerage Account
Not Sure
Number of Investment Choices You Would Like the Plan to Offer: 1-3
4-6
7-9
10+
Will You Be Matching Any Portion of the Employee's Contribution?: No, We Will Not Be Matching At This Time
Yes, We Will Be Matching Based on Profitability
Yes, We Will Specify the Percentage Amount

Additional Considerations/Requests
Please give any additional comments you feel appropriate for this quotation.


Please click on the "Submit Request" button to send us your information request.

    

© 2010 Financial Visions

This information is designed to provide a general overview with regard to the subject matter covered and is not state specific. The authors, publisher and host are not providing legal, accounting or specific advice to your situtation.  Interest rates are not guaranteed and are for illustrative purposes only.  Actual performance will vary.
Thursday, July 29, 2010


 		This information is designed to provide a general overview with regard to the subject matter covered and is not state specific. The authors, publisher and host are not providing legal, accounting or specific advice to your situtation.  Interest rates are not guaranteed and are for illustrative purposes only.  Actual performance will vary.