Current Plan TypeN/A - Start-UpProfit Sharing401K Profit SharingSimple IRADefined BenefitCash Balance403(b)457SEPMEPSolo 401(k) Current ProviderN/A - Start-UpProfit Sharing401K Profit SharingSimple IRADefined BenefitCash Balance403(b)457SEPMEPSolo 401(k) PROPOSAL DETAILS Select TPA ContactTommy HorstJustin BellTiffany HorstNick WestmorelandBob MillerBridget JarvisChris LittlejohnKenneth Coulter SALES PRESENTATION Do you require a joint presentation with the TPA? YesNo CENSUS DATA Would you like us to request a proposal from a Record keeper? Select Record keeperAmerican FundsAmeritasAscensusFidelityGreat WestGuardianIndividual Brokerage AcctsJohn HancockLincolnMass MutualMutual of OmahaNationwideOne AmericaPrincipalTransAmerica Select an additional recordkeeper if you would like to see a side-by-side comparison? Select Record keeperAmerican FundsAmeritasAscensusFidelityGreat WestGuardianIndividual Brokerage AcctsJohn HancockLincolnMass MutualMutual of OmahaNationwideOne AmericaPrincipalTransAmerica
