Request for Proposal

Proposals - Simple as 1-2-3
If at any time you have questions or would like to speak to one of our New Business Consultants, please contact us at 1.888.872.2364.

Upon receipt of the following information, we would be pleased to provide you with a services proposal including a quote for your client within 24 hours.

(*) indicates a required field

Financial Advisor Information

Requested By (*):
Phone Number (*):
E-mail Address (*):
If this is your first time requesting a proposal, please complete the information below:
Your Firm Name:
Your Firm Fax:
Your Broker/Dealer:

Type of Proposal

Employer / Plan Information

Legal Name of Employer (*):
Legal Plan Name:
Address:
City:
State:
Zip:

New Plan or Takeover (*):
Approximate Number of Eligible Employees (*):
Plan Type (*):

If Takeover, Please Complete the Following:
Current Third Party Administrator:
Current Investment Institution:
Estimated Conversion Assets:
Amount of Recurring Deposits:
Effective Date of Plan (as on Adoption Agreement - mm/dd/yy):
Plan Year End (mm/dd):
Surrender Fees: If yes, how much?

Select Investment Vehicle Being Proposed (*):

Interested in TRA Payroll Solution (*):

Requested Compensation (*):
Deposit Based Commissions	% All Years
Deposit Based Commissions	% Years
Asset Based Commissions	% All Years
Asset Based Commissions	% Years

Mailing Information

Proposal Requested By (mm/dd/yy) (*):
Meeting Date (mm/dd/yy) (*):
Quantity (*):
Delivery Method (*):

Notes / Special Instructions

Our Partners

ERISA / Fidelity Bonds

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