Plan Proposal ABG401k

PLAN INFORMATION
Plan Name:
Plan Sponsor Name:
Plan Sponsor Contact:
Plan Sponsor Email:
Plan Sponsor Address:
Existing Plan or New Plan:

New Existing
Current Plan Asset Totals ($):
Current Total Number of Participants:
Plan Currently Traded With:
Current Recordkeeper or TPA:
Other important information:

ADVISOR INFORMATION
Advisor Name: *
Advisor Number: *
Firm Number: *
Firm Name: *
Advisor Contact Information: *
Advisor Email: *
Advisor Phone: *
Street 1 *
Street 2
City *
State *
Zip *
Fee Based Advisor: *

Yes No
TO ENSURE A HIGHER DEGREE OF SUCCESS, PLEASE OBTAIN THE FOLLOWING:

1. Prior year’s Form 5500

2. Prior year’s 408(b)(2) and 404(a)(5) Disclosure notices

3. Current plan document and amendments

4. Last quarter’s plan level statement: including fund names, fund balances, Ticker Symbol/CUSIP
NOTES:
Submit Proposal by clicking below or call 800- 224-401K (800-224-4015).
Should be Empty: