There are various types of retirement plans. Significant factors affecting the selection include the desired annual level of annual contribution and how you want that contribution to be allocated among the plan participants.

If you are considering establishing a retirement plan but are unsure which type meets your needs, complete the short form below and we will provide a summary of your alternatives, without obligation. Your answers need not be exact. No confidential company information need be revealed.

Number of employees: 1 2-10 11-25 26-100 over 100

Contribution desired as a % of payroll: under 1% 2-5% 6-10% over 10%

Total payroll:

Who should benefit:

# of employees by age group: under age 20: 20-39: 40-60:over 60:

# of employees by years of service: under 1 year: 1-5: 6-15: over 15:

# of employees by annual earnings:under $25,000: $25000-40000: $40001-75000:over$75000:

Your Name

Company Name

Phone Number

E-mail Address

If possible, please describe the issues that are most important to you when choosing a retirement plan. Also, please provide any other comments you feel are appropriate.