DEFINED BENEFIT PENSION PLAN QUESTIONNAIRE

If you are considering establishing a defined benefit pension plan or have a question or problem about managing your existing defined benefit plan, please complete our short Defined Benefit Pension Plan Questionnaire below. Completing it should take less than 3 minutes. We will provide employers and their authorized representatives a summary of alternatives, without obligation:

Name

Company name

Phone Number

E-mail Address

Current Plan

Date Plan Was or Will Be Established

Number of Employees

Please provide any comments regarding your current defined benefit plan or your wish to establish one.

Please describe your relationship to the employer (e.g., owner, key employee, participant, etc.).