PENSION PLAN QUESTIONNAIRE FOR EMPLOYERS

Whether you want to establish a pension plan or have a pension question or problem, we can provide you with the feedback you need. By spending five(5) minutes providing us with the information indicated below, you can get the objective assistance you need. Mr. Aaron Deitsch is a pension plan consultant and actuary with the highest credentials and over 30 years of experience. We offer a free 20-minute consultation to Employers, are fee-based and have never received compensation, directly or indirectly, from investments. Call Mr.Deitsch, directly at 718-793-9885, or if you prefer email your request or fax it to us at 718-793-9888. We will provide employers and their accountants or attorneys with 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 describe your pension concerns:

Describe your relationship to the employer (e.g., owner, key employee requesting information for the employer, participant, etc.):