Proposal Request Form

401(k) & Retirement Plan Proposal Request

401(k) Plan Services in Fresno, CA 

As a friendly reminder all RFP's are for potential businesses owner clients only. If you are an individual you do not need to submit an RFP. Individuals are encouraged to submit a contact us form on our contact page. Thank you for considering us as your company retirement plan consultant and administrator.

RFP Instructions: 

In the additional information section please include the following information: 

1. Your current plan financial advisory firm, custodian or fund company.

2. Your current plan administrator.

3. The desired start date for your new plan.

4. Total number of employees, including owner operator participants.

Feel free to call us directly: 559-277-4772 or email:

Our normal business hours are from 8:30AM to 5:00PM PST Monday - Friday. 

We are closed on weekends. If you send an RFP during weekend hours we will contact you immediately upon opening during normal business hours. 

Proposal Request Form

Additional Info
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