Thank you for your interest.

A 401(k) plan is an employer-sponsored, defined-contribution, personal pension account, as defined in subsection 401(k) of the U.S. Internal Revenue Code. Periodical employee contributions come directly out of their paychecks, and may be matched by the employer.

After completing the form, please click on the “Submit” button. Your information will be emailed to our offices and we will process your request. All information will be kept confidential.

    Contact Information

    401(k) Plan Information

    When would you plan on implementing your new 401(k) plan?

    During the next monthWithin three monthsBefore the end of the year

    Investment Options

    What types of investment vehicles would you like to offer eligible employees?

    Mutual FundsSelf-Directed Brokerage AccountNeed more information to decide


    YesNo

    Disclaimer:  By clicking the “submit” button, I consent to receive communications via telephone, email, text messaging, artificial or prerecorded voice messages, or automatic dialing, from Insurance, Investments & More, Inc., at the contact information provided above in order to answer my questions and provide additional information about insurance plans and/or financial products. Carrier data use charges and rates may apply. I understand that my consent is voluntary and is not a condition of purchasing any goods or services, and that I may change my preferences at any time.

    These quotes do not guarantee coverage and actual premiums may differ from the quotes provided.