Zito Financial » Request a Quote

Name *

Address

City

State

Zip

Home Phone

Work Phone

Fax

E-mail

How Soon Do You Want to Implement a New 401(k) Plan?

ASAP
Within two weeks
Within one month
Within two months
More than two months

Do You Currently Offer a 401(k) Plan?

No Yes

If 'Yes', Approximately How Much Do You Plan to Rollover Into the New Plan?

If 'Yes', What Is the Approximate Amount of the Annual Contributions to Your Current Plan?

(include employee plus employer contributions
excluding company stock)

Number of Eligible Employees

Number of Employees Likely to Participate in the Plan

Number of Domestic Locations/Offices Your Business Maintains

Less than 5
5-25
26-100
100+

Type of Investment Vehicle: (check all that apply)

Multiple Mutual Funds in a Single Fund Family
No-Load Mutual Fund
Self-Directed Brokerage Account
Not Sure

Number of Investment Choices You Would Like the Plan to Offer

1-3
4-6
7-9
10+

Will You Be Matching Any Portion of the Employee's Contribution?

No, We Will Not Be Matching At This Time
Yes, We Will Be Matching Based on Profitability
Yes, We Will Specify the Percentage Amount

Percentage

Please give any additional comments you feel appropriate for this quotation.