Confidential Proposal Questionnaire

We invite you to discover more about how Wellington’s BusinessSolutions 401(k) Plan lets small and mid-size organizations offer employees all the advantages of a 401(k) retirement plan, with minimal administrative hassles and reasonable cost. Please take a moment to complete and SUBMIT this brief Confidential Proposal Questionnaire. We will respond to you promptly with a customized, no-obligation proposal for your organization. Please fill in the information below and press submit.

General Information

Company Name (required)

First Name (required)

Last Name

Email (required)





Zip Code

Do you currently have an employee retirement plan?

Number of Employees? (required)

If you currently have a plan, how many Active Plan Participants?

Is the plan a:
401kSimple IRAProfit SharingOtherN/A

Approximate Market Value of Plan Assets:
$0-250k$250k-500k$500k-1 million$1-4 millionOver $4 millionN/A

Approximate Monthly Expected Salary Deferral Contributions:
$0 - 2k$2k-5k$5k-15k$15k upN/A

Briefly tell us why you are considering a new provider:

How did you hear about us?
Google AdBing AdInternet SearchFriendNewsletterPost Card MailerEmailPhone CallOther

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