Plan Proposal Request
Please provide the following information and submit.
General Company Information:
Please provide the following data or submit separately in any other format.
* Family member = Spouse, Children or Parents of Owners **Part-time = less than 1,000 hours per year.
What is your ideal contribution amount for this plan year?
Is there any retirement plan/account in effect?
Business Start Date:
Name of Employee
Date of Birth
Date of Hire
Actuarial Consulting Group, Inc.
Do the Owners control or own any other businesses?
Is the Business affiliated with any other businesses?
Is the Business a subsidiary of any other business?
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