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Please complete the following information about the company and Plan for which the quote is being requested.
401(k)Profit Sharing onlyMoney PurchaseESOP403(b)Defined Benefit Plan457 PlanCash Balance Plan
Status of Plan:
If new, does the company sponsor another retirement plan?
Has the company previously had a retirement plan that has been terminated?
Part of a controlled group:
Current Investment Company:
Proposed Investment Company:
3060 Lake Eastbrook Blvd SE
Grand Rapids, MI 49512
271 Woodland Pass #205
East Lansing, MI 48823