Business Solutions 401(k) Confidential Proposal Questionnaire

We invite you to discover more about how the Wellington Business Solutions 401(k) lets small and mid-size organizations offer employees all the advantages of a 401(k) retirement plan, with minimal administrative hassles and reasonable cost. Please take a moment to complete and SUBMIT this brief Confidential Proposal Questionnaire. We will respond to you promptly with a customized, no-obligation proposal for your organization. Please fill in the information below and press submit.

 
Company Name*:
Please enter Company name. value is required.
 
Address*:
Please enter Address.
City/State/Zip Code*:
Please enter City. Please enter State. Please enter zip code.
Your Name*:
Please enter Name.
Title:
Phone Number* (000) 000-0000:
A value is required.Invalid format.
To receive your customized proposal for the Wellington Business Solutions 401(k) via email, please enter your email address here:
Email Address*:
Please enter correct email addressorrect email address.Please enter correct email address.
Number of Employees*:
Please enter number of employees.
Do you currently have an employee retirement plan?  Yes    No Please make a selection.  
Is the plan a:  401k    Simple IRA Profit Sharing
Number of Active Plan Participants .   
Approximate Market Value of Plan Assets:
   $0-250k    $250k-500k  $500k-1 million
   $1-4 million   Over $4 million
 
Approximate Monthly Expected Salary Deferral Contributions:
   $0 - 2k   $2k-5k   $5k-15k  $15k up
   
Additional Comments:  
 
 
Thank You!