Qualified Plan Administrators, Inc.
"Your retirement plan specialists"
In order to provide you with the most accurate quote possible, we need for you to complete the following information request. This will provide QPA with details concerning your current plan, as well as your company.
Please provide any additional comments that would better enable us to understand your plan needs or concerns. If this request is urgent, you may prefer to contact Karen Dixon or Jim Redmond by telephone at 1-888-607-5600 (888-401kinc).
Prefix: Mr. Mrs. Ms. Dr.
First Name:
Last Name:
Title:
Telephone Number: ( ) ext
Email Address: (required)
Company/Organization Name:
Address (Street):
Address (Street) 2:
State:
Postal Code:
Type of organization: For Profit Not for Profit
Existing Plan: Yes No
Type of Plan:
Plan's Original Effective Date:
Current Plan Asset Value:
Number of Employees:
Types of Contributions (all that apply): Employee Deferrals Employer Matching
Employer Discretionary Employer Safe Harbor
Services Desired (check one): Daily Recordkeeping and Quarterly Administration
Daily Recordkeeping and Annual Administration
Quarterly Recordkeeping and Quarterly Administration
Daily Recordkeeping Only
Annual Administration Only
Comments:
Once you have completed this form, please print it and fax it to 706-722-1208 to the attention of Karen Dixon.
07/23/2004