This part is easy now that we have gone through the process of identifying our objectives and questions. In the RFP it is important to include:
Name of company
Deadline for completion
Company and Current Plan Overview – provide a background about your company and about the plan itself. Be certain to include:
The number of employees eligible vs. participating in the plan
The eligibility requirements
Company match and the vesting schedule
Restrictions on investment changes, if any
If loans are offered or not – the number outstanding
Are after tax contributions are allowed
Describe the current investment options-market value of each
Monthly contribution rates
Overview of Objectives – Consolidate and make a list of the objectives that are important to you and list them in order of importance. Include any plan improvements you would like to see and share your areas of disappointment with the current plan.
Questionnaire Section – Take the list of questions that you came up with earlier in the process and then consolidate this list based on what’s most important to your company. Feel free to save a few of the tough questions for the 401K vendor interviews.
We love a good, hot cup of coffee – and we love to hear stories. We would enjoy sitting down with you and listening to your story, learning about you, your family and your business, and see where we can help. There really are no strings attached. We can chat, have a cup of joe, and see what springs up.
So – let’s get together and share some ideas.
The easiest way to contact us is to click the “Get in Touch” link below, and fill out the form. We’re not going to spam you, and your information is 100% confidential – and always will be. If you’d like to call – it’s 585-350-7273.
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Securities: California, Florida, Georgia, Indiana, Massachusetts, New Hampshire, New Jersey, New York, Tennessee, Texas, and Wisconsin
Insurance: California, Colorado, Florida, Indiana, Massachusetts, New Hampshire, New Jersey, Ohio, Tennessee, South Carolina, Vermont, and Wisconsin
California Insurance License #OH56023
Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and a registered investment advisor. Member SIPC. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.
*Associated persons of Lincoln Financial Advisors Corp. who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm.