BEI-Request For Proposal

REQUEST A PROPOSAL

Please provide the following information to help us prepare a custom proposal for your client. We will also need an employee census in order to provide you with a more refined proposal.

Name of Company:

Street Address:

City:

State:

Zip:

Main Contact / Decision Maker:

Business Structure:

Fiscal Year:

Plan Year:

Number of Eligible Employees:
(Estimate if this is a new plan)

Number of Participants:
(If this is a take over plan)

Current Plan Assets:
(If this is a take over plan)

Estimated Annual Deposits:
(Estimate if this is a new plan)

Surrender Charge:
(If this is a take over plan)

Plan Type:

Are contributions directed by employer or employee?

Employer

Employee

Desired Broker Compensation:
(Or Call your BEI Representative for Assistance)

If this is a take over plan:

Who currently provides Plan Administration?

Who currently provides Recordkeeping Services?

Investment Professional Information:

Your Name:

Firm's Name:

Street Address:

City:

State:

Zip:

Phone:

Email:

Comments:

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