Online Proposal Request


Online Request for Plan Proposal

Business Information

Percent of pay or dollar amount

Census Information

If you have more than 10 employees, please upload an Excel spreadsheet with the following information:
-First Name
-Last Name
-% Stock Owned
-W-2 Compensation
-Schedule C or K-1 Income
-Annual Hours (if part time)
-Date of Employment
-Date of Birth
-Family Member or Owner? (Yes or No)

If you have less than 10 employees, you may use the next section to enter the required information.

Maximum file size: 67.11MB


This section is for if you have less than 10 employees