SPC - Southeastern Pension Company "The Smarter Way to Manage Retirement Plan Benefits"
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Request for Proposal
Plan Design/Contribution Analysis

Your Name:

Email Address:

Phone Number (xxx-xxx-xxxx):

Company Name:

Mailing Address:

City, State, Zip:

Type of plan:
Daily recordkeeper (participant website,
ability to initiate daily fund transfers):

Number of Participants:

Business Entity Type:

Trustee Name:

Owners Names &
Ownership Percentages:

Plan Year End:

Company EIN:

Goal of the plan (who do you want to
benefit and why is the employer
considering a plan?):

Do you sponsor another plan:
If you have an existing plan, what
type is the other plan:


 

Please click once and wait for confirmation.

     


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