In order to prepare an accurate side-by-side comparison, please provide these answers regarding your existing 401k plan. Name Company Name* Email Who is your existing provider(s)? What are the approximate annual contributions (employee and employer) made into the plan? Are there any employer contributions? (i.e, Safe Harbor, employer matching or profit sharing) Are you being invoiced for administration and/or recordkeeping or are all fees paid from plan assets? Do you have a financial advisor (broker or registered investment advisor) attached to your plan? Do you have the ROTH 401k option in your plan? How do you process payroll? If with a payroll company which one? (Optional) Upload your Employer Fee Disclosure form (also known as the 408b2) - (Where do I find this?)(Optional) Upload your Employer Fee Disclosure form (also known as the 408b2) - (Where do I find this?)Accepted file types: pdf, doc, docx, Max. file size: 50 MB.NameThis field is for validation purposes and should be left unchanged. Δ
