We will perform a complimentary review of your client's current qualified retirement plan structure and prepare a complimentary plan study and proposal.
We are confident that we will be able to significantly enhance your client's current plan design. Please provide us with the following information and documentation so that a plan study and proposal can be prepared:
1. Plan document, summary plan description and any recent plan amendments.
2. Most recent actuarial valuation report.
3. Most recent Form 5500.
4. Employee Census.
If your client does not currently maintain a qualified retirement plan, we will prepare a complimentary study and
proposal if we are provided with an employee census only.
If you wish, we will also meet with the client to present the results of the plan study on a complimentary basis as