Gather the following information regarding your retirement plan:
We are happy to answer any questions or assist you in any way while you gather this information. Complete the form or call us at 414-978-0020.
- Current Investment Lineup (with Ticker Symbols)
- Listing of Plan Assets (by Fund)
- Number of Participants in Plan
- Annual Cash Flows into the Plan
- Plan Sponsor Fee Discloser
- Average Salary
- Average Plan Deferral Percentage
- Average Age of Participants
Let’s Begin
Looking to Speak with an Advisor?
Call us at 414.978.0020