Organization Information
For Profit Organization: Yes No
501(c)(3) Organization: Yes No
Governmental Organization: Yes No
# of Employees:
Plan Currently Exists: Yes No
Current Plan Info:(The more information provided, the better)
Total Assets in Plan:
Combined Employer/Employee Annual Contributions:
Type of Plan:
Current Investment Option Provider:
Investment Option Provider that the Employer Wishes to Examine:
Type of Program Desired
Retirement Plan: Yes No
Program Type: 403(b) voluntary 403(b) ERISA SEP Simple IRA Employer contribution only 401(k) Safe Harbor 401(k) Executive Compensation Programs Don’t know
Flexible Spending Account: Yes No
Flexible Spending with Benefits: Yes No
Mail Information To:
Contact Name:
Organization:
Address:
Email:
Phone:
Fax:
Special Requests:
Note: All proposal requests are kept confidential. The RAM Group, Inc. will not disclose the name of the organization requesting the quote; unless The RAM Group, Inc. receives written permission of the employer.
