Business Solutions 401(k) Confidential Proposal Questionnaire

NOTE: We are currently only accepting new clients that have at least 15 participants and/or existing plans that have a minimum of $250,000 in plan assets.

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:
Address:
City/State/Zip Code:
Your Name:
Title:
Phone Number:
To receive your customized proposal for the Wellington Business Solutions 401(k) via email, please enter your email address here:
Email Address:
Number of Employees:
Do you currently have an employee retirement plan?
	Yes    No
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:
Do you want information on payroll services also?
	Yes    No
Thank You!