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Proposal Request

To request a no-cost Plan Proposal, please do the following:

  • Download the two forms to the right    

  • Complete the forms as indicated

  • Then use the “Submit Documents” tab on this website and Submit the completed forms


You may contact me if you should have any questions about the forms, the process or about qualified retirement plans and our services.


Please note that you will be contacted by telephone about your proposal request.


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