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  Participant Sponsor


RETIREMENT STRATEGIES GROUP, L.L.C.
800 West Commerce Road - Suite 105
New Orleans, LA 70123

Phone: (504) 712-0005
Toll Free: (877) 212-0005
VRU: (877) 216-4042
Fax: (504) 712-0004

 


 
Company Name
The proposal is for
New Plan Existing Plan
Address

 Eligibility
Minimum Age
21 20 19 18 None
Minimum Services
1 Year 6 Months None
Waive eligibility for initial enrollment?
No Yes
City, State, Zip
Employer Contact
 Employee and Company Contributions
Employee 401(k) Contributions
No Yes
Company 401(k) Match
No Yes
If yes, percent to Match
10% 25% 50% 100%
If yes, payroll limit Match
4% 6% 10% None
Company Profit Sharing
No Yes
If yes, estimate annual contribution
amount $
Business Phone
   Business Fax  
Type of Business Entity
C Corporation Partnership
S Corporation   L.L.P
Professional Corp L.L.C
Proprietorship Other
Fiscal Year End

 Vesting
100% immediate
3 year cliff (0%, 0%, 100%)
5 year cliff (0%, 0%, 0%, 0%, 100%)
6yr. graded (0%,20%,40%,60%,80%,100%)
Estimated Annual Payroll

Do the owners of this Company have
more than a 5% ownership in any other companies?
No Yes (include Company & Employee                      info)

 How would you like Plan investments handled?
Annually Semi-Annually
Quarterly Monthly
Do you presently have a Qualified Plan?
No Yes (please complete Plan info below)
Type of Plan
    		 Appoximate Assets
Estimated Annual Contributions
#of Participants
   		 # of Loans

CPA/Broker/Agent /Information
Name
Phone
Date Proposal Submitted
Date Proposal Needed
401(k) With Match, specify %
401(k) Without Match
Profit Sharing		  
If yes, is proposal for this plan?
No Yes 		 
Please rank in order of importance the primary reasons for considering a Qualified Plan (1-6).
Benefits for Owners
Benefits for Services
Benefits for Key Employess
Tax Savings Advantages
Encourage Employee Savings
Retirement Accumulation


  
ACTIVES EMPLOYEES ONLY
Employee Data as of
 Code: 
O - Owner/Partner/Shareholder,
R - Related to Owners (specify relationship)
K - Key Personnel
# Employee Name
First, Middle Initial, Last		 Birth Date Employment Date Total Annualized Compensation Code# % Owner
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
Copyright © Retirement Strategies Group, L.L.C. | All Rights Reserved
800 West Commerce Road - Suite 105, New Orleans, LA 70123   |   Phone: (504) 712-0005   |   Toll Free: (877) 212-0005 |   VRU: (877) 216-4042   |   Fax: (504) 712-0004