proposal request
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Requested By:
Firm:
Address:
Address 2:
City:
State:   ZIP:
Telephone: e.g. (615)555-1234
Fax: e.g. (615)555-1234
E-mail:
Type of proposal
requested:
  • 401(k)
  • Cross-tested/Age-weighted
  • Defined Benefit
  • Other:
401(k) Provider:
  • American Funds
  • The Hartford
  • ING
  • John Hancock
  • Other:
Would this be:
  • a New Plan?
  • a Takeover?
assets:
contribution:
Number of
Eligible Employees:
   

If you are requesting illustrations for age-weighted, cross-tested, or defined benefit plans, please attach a list with the following information (we encourage you to e-mail this information in an Excel file to michelle.woods@acuff.net, if possible).

  • Employee Name (optional)
  • Date of Birth
  • Date of Hire
  • Compensation
  • Ownership Percentages
  • Name of "Target" Employee
  • Family Members Working in Firm
  • Business Structure (Corporation, Partnership, LLC, Sole Proprietorship)