401(k) Information Request

Grandparents giving granddaughter ride on shoulders


The Revenue Act of 1978 created the 401(k) plan as a tool for employees to easily save for their retirement, while also offering corporations a way of attracting and retaining high-quality employees. Covered employees are allowed to defer compensation by making pretax contributions to their accounts. The 401(k) plan also allows for employer matching, profit sharing, and/or nonelective contributions. The traditional 401(k) has grown considerably in the last 20 years and is primarily suited for mid- to large-size corporations that have enough personnel to offset the high operating expenses.

After completing the form, please click on the "Submit" button. Your information will be emailed to our offices and we will process your request. All information will be kept confidential.

*Required Fields

These quotes do not guarantee coverage and actual premiums may differ from the quotes provided.

401(k) Information Request


This question is for testing whether or not you are a human visitor and to prevent automated spam submissions.