401(k) Information Request

Thank you for your interest.

By far the most common employer-sponsored retirement plan is the 401(k) plan.
The 401(k) plan is a defined contribution plan. It allows employees to make pre-tax contributions, and the funds contributed plus any earnings accumulate tax deferred.

After completing the form, please click on the "Submit" button. Your information will be emailed to our offices and we will process your request. All information will be kept confidential.

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<h2 class="formSectionHeading">Contact Information</h2><hr>

 

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<h2 class="formSectionHeading">401(k) Plan Information</h2><hr>

 

When would you plan on implementing your new 401(k) plan? During the next month
Within three months
Before the end of the year

 

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<h2 class="formSectionHeading">Investment Options</h2><hr>

 

What types of investment vehicles would you like to offer eligible employees?


 

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Do you plan on matching any portion of the employee contribution? Yes No

 

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<p><em>These quotes do not guarantee coverage and <br>actual premiums may differ from the quotes provided</em></p>

 

Clairmont Financial Advisors
415 SE 13th St. Ste.200
Grand Rapids, MN 55744
Phone: 218-326-3000
www.clairmontfinancialadvisors.com •