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.

Fill out the Retirement Plan Proposal Request Form so we can better understand your needs
 
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.

or or
EMAIL FAX MAIL
     
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.