Current Plan TypeN/A - Start-UpProfit Sharing401K Profit SharingSimple IRADefined BenefitCash Balance403(b)457SEPMEPSolo 401(k) PROPOSAL DETAILS Date of Requested Return of Proposal Select TPA ContactTommy HorstTiffany HorstNick WestmorelandBob MillerBridget JarvisChris LittlejohnKenneth Coulter SALES PRESENTATION Do you require a joint presentation with the TPA? YesNo CENSUS DATA If you have census information, please list an email address so we can forward a sample census (or download sample census below). Would you like us to request a proposal from a record keeper? Select Record KeeperAmerican FundsAmeritasAscensusFidelityGreat WestGuardianIndividual Brokerage AcctsJohn HancockLincolnMass MutualMutual of OmahaNationwideOne AmericaPrincipalTransAmerica Select an additional record keeper if you would like to see a side-by-side comparison? Select Record KeeperAmerican FundsAmeritasAscensusFidelityGreat WestGuardianIndividual Brokerage AcctsJohn HancockLincolnMass MutualMutual of OmahaNationwideOne AmericaPrincipalTransAmerica Download Sample Census
