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