Please complete the following form to give us a sense of what you’re looking for; one of our consultants will contact you to start discussing your options.

If you prefer a traditional form, feel free to use our PDF. The symbol * denotes a required field.

Completed PDF forms can be emailed or brought to one of our offices.

What type of plan is sought? *

New Plan

Takeover Plan

Do you have an existing alternative retirement plan? (e.g. SEP, SIMPLE) *

Yes

Date Needed

To help us prioritize your proposal, please provide a date by which you hope to have proposals prepared.

YYYY

Company Name *

Contact Name *

First Name

Last Name

Email *

Phone

(###)

###

####

Address

Address 1

Address 2

City

State/Province

Zip/Postal Code

Country

Type of Entity *

C-Corp

S-Corp

Partnership

Not-for-profit

Sole Proprieter

Other

If Type of Entity is Other, please tell us the type of entity...

List owners, officers and ownership percentage... *

If any of the people above own an interest in another company, please indicated with an *

Please describe the type of plan the employer currently has, or indicate "None." *

Examples: SEP, Simple

If interested in a specific plan, please specify...

If the employer wishes to make an annual contribution, please indicate the approximate dollar amount...

Primary Objective of the Plan

Please rank the goals for this plan by selecting whether you agree or disagree with those listed, below.

Tax Deduction for the Owner

Strongly Disagree

Disagree

Neutral

Agree

Strongly Agree

Employee Attraction and Retention

Strongly Disagree

Disagree

Neutral

Agree

Strongly Agree

Employee Incentive

Strongly Disagree

Disagree

Neutral

Agree

Strongly Agree

Creditor Protection

Strongly Disagree

Disagree

Neutral

Agree

Strongly Agree

Additional Questions, Comments or Concerns...

If you have specific questions, or are interested in our services, please reach out today!

866-726-7576

APC is proud to join the Prime Pensions, Inc. family of companies.