Please fill out the following to request a proposal for your client. If you have questions, call our advisor helpdesk at (877) 401-5100.

Advisor Information
*Name:
Company:
* Email:
* Phone:
Address:
City:
State: Zip:
*required fields  
   
Proposal Information
* Company Name:
City: State:
Eligible Employees:
Plan Assets:
Needed: Tomorrow Next Week
   
Revenue Sharing Credits & Fund Selection

Employee Fiduciary should recapture all available revenue sharing for participants and/or the Plan.
Employee Fiduciary should recapture all available sub-TAs (recordkeeping subsidies) and send 12b-1 to my broker-dealer.
 
If you would like us to estimate revenue sharing credits in the proposal, please list mutual fund symbols. Example: VMMXX, RGAEX
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Additional Comments:
 
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