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Request a Retirement Gateway® illustration

We appreciate your interest in the Retirement Gateway®. One of our retirement program specialists will reach out to you shortly to discuss the program and its many benefits.

We look forward to the opportunity to work with you on building a full-service, turnkey retirement plan for you and your employees.

Retirement Plan Illustration Request

Contact information

Please enter your contact information (all information is required unless otherwise noted).

First name *

Last name *

Employer Name *

Receieve your plan illustration by: *

Email

Regular mail

Fax

Address *

City *

Zip code *

State *

Phone Number *

Ext.

Fax Number *

Email *

Relationship to the program *

Relationship - other *

Questions or comments

So that we may personalize your plan illustration, please complete the following business information.

I operate as *

I operate as - other *

Is it your objective to maximize your contributions up to the IRS contribution limit? *

Yes

No

Do you have an existing tax-qualified retirement plan? *

Yes

No

Plan assets *

Number of eligible employees *

Type of plan *

Type of plan - other *

Employee Census

Please complete the following Employee Census. [ Include Owners, Partners, or Shareholders (if incorporated) ]

Name	Age	Ownership	Date of hire	Part time * employee?	Total ** compensation	Salary deferral amount
Name	Age	Ownership	Date of hire	Part time employee?	Total compensation	Salary deferral amount
Name	Age	Ownership	Date of hire	Part time employee?	Total compensation	Salary deferral amount
Name	Age	Ownership	Date of hire	Part time employee?	Total compensation	Salary deferral amount
Name	Age	Ownership	Date of hire	Part time employee?	Total compensation	Salary deferral amount
Name	Age	Ownership	Date of hire	Part time employee?	Total compensation	Salary deferral amount
Name	Age	Ownership	Date of hire	Part time employee?	Total compensation	Salary deferral amount
Name	Age	Ownership	Date of hire	Part time employee?	Total compensation	Salary deferral amount
Name	Age	Ownership	Date of hire	Part time employee?	Total compensation	Salary deferral amount
Name	Age	Ownership	Date of hire	Part time employee?	Total compensation	Salary deferral amount
Name	Age	Ownership	Date of hire	Part time employee?	Total compensation	Salary deferral amount
Name	Age	Ownership	Date of hire	Part time employee?	Total compensation	Salary deferral amount
Name	Age	Ownership	Date of hire	Part time employee?	Total compensation	Salary deferral amount
Name	Age	Ownership	Date of hire	Part time employee?	Total compensation	Salary deferral amount
Name	Age	Ownership	Date of hire	Part time employee?	Total compensation	Salary deferral amount
Name	Age	Ownership	Date of hire	Part time employee?	Total compensation	Salary deferral amount
Name	Age	Ownership	Date of hire	Part time employee?	Total compensation	Salary deferral amount
Name	Age	Ownership	Date of hire	Part time employee?	Total compensation	Salary deferral amount
Name	Age	Ownership	Date of hire	Part time employee?	Total compensation	Salary deferral amount
Name	Age	Ownership	Date of hire	Part time employee?	Total compensation	Salary deferral amount
Name	Age	Ownership	Date of hire	Part time employee?	Total compensation	Salary deferral amount

* Considered a part-time employee, if employee works under 1,000 hours a year.

** Estimate compensation if necessary for current business year.

Questions? Call a Retirement Program Specialist at 1-800-523-1125

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