Continental Benefits Group, Inc.
Law Firm of G.M. Morrison, P.C.
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Retirement Plan Proposal Questionnaire

Financial Consultant: _________________________________ Client Name: _________________________________

Firm Name: _________________________________________

Address: ____________________________________________

___________________________________________________

___________________________________________________

Telephone Number: ___________________________________

 

I. Plan Information

" New Plan     " Conversion         Total Conversion Plan Assets: _______________

II. Plan Type

" 401(k)         " Profit Sharing Only     " 403(b)         " Money Purchase     " Defined Benefit Plan     " Other: __________________________

III. Recordkeeping Service

" Full Recordkeeping     " Co-recordkeeping         " Testing Only

IV. Investment Vehicle

" Individual Accounts     " Pooled Accounts           " Brokerage Accounts    (N/A for Defined Benefit Plan)

V. Number of Employees

Number of Eligible Employees: _________ Number of Participants: __________

VI. Effective Date of CBGI Recordkeeping Services: ________________

VII. Program Features

" Match         " Profit Sharing        " Integrated         " Age-weighted         " New Comparability

If you would like an Age-weighted, New Comparability, or Defined Benefit Plan illustration, provide the following data on all eligible employees.

Employee Name Date of Birth Annual Compensation Owner

yes or no

 Family Member Relationship Maximize benefit for the following (U)

 

If you have questions or need more information, call the Marketing Department at 856-667-7818

Fax Proposal Request to 856-667-7819

Number of pages included with request form: __________ (No cover page needed)

 

Copyright © 2001 Continental Benefits Group, Inc. All rights reserved.
Revised: 09/09/03.