Proposal Request
Our team of experienced consultants will design a plan that optimizes and adds flexibility to your company’s new or existing plan.
Step 1– Complete the Proposal Request Form and Proposal Census spreadsheet.
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Fill out the Retirement Plan Proposal Request Form so we can better understand your needs |
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Fill out the Proposal Census spreadsheet so we can find the optimum solution |
*Additional types of reqest forms: QDRO Request Form Section 125 Plan Request Form
Step 2– Return required documents to Compensation Planning Inc.
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| FAX | ||||
| info@CompPlanning.com | 401.223.5557 | Compensation Planning Inc. 67 Jefferson Blvd Warwick, RI 02888 |
**If you would like to also send your current plan document and/or a copy of the most recent administration, we will be able to suggest possible design changes or alert you to any potential compliance issues.
