the qualified plan experts

Proposal Request Form

We can be reached, toll-free, at (800) 300-3086. Proposal requests may also be faxed to 515-254-9393. Or simply complete and submit the online form below.

PLEASE NOTE: Completing this form will enable us to develop a plan design and proposal tailored to your specific criteria. Unlike many other TPAs, we can provide both “off-the-shelf” and “outside-the-box” solutions to our clients’ needs.

If you would like to speak directly with one of our Regional Pension Consultants, please call 800-300-3086 toll-free.

Producer Information

KBC Investment Support Services will assist you in pricing the proposal to meet your needs.

Your Name(s):

Your Firm’s Name:

Your Broker/Dealer:

Your Business Phone:

Your E-Mail Address:

Business Mailing
Address:

Date the Proposal is
needed: Month: Day Year

General Plan Information

Name of Plan Sponsor:

Name of Plan:

Address:

City:

State:

Zip Code:

Number of Employees:

Number of Participants:

Plan Information

Current provider of administration:

Current Investment
Platform:

Services reqested:

TAKE OVER OF FUNDING for an existing plan.

A NEW PLAN including plan design, administrative services and funding.

Estimated asset value
to transfer:

Estimated amount of total
annual contributions:

Takeover Checklist

SERVICES TAKEOVER CHECKLIST. Required data for “takeover” that will be needed.

Plan and trust-includes copy of current signed Adoption Agreement, Basic Plan Document, and all adoption amendments
Copy of most recent Summary Plan Description and Summary of Material Modification
Plan valuation for most recent valuation date (includes asset listing, employee census, etc.)
Most recent deferral and match nondiscrimination test (if applicable)
IRS Form 5500 Series Form, including Schedules, for most recent plan year
Any investment or insurance contracts that may disclose annual fees and surrender charges.

Proposal Request Form

Services reqested:

Plan type(s):