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      • Plans Administered
      • Plan Design & Analysis

      • Plan Implementation

      • Ongoing Administration

      • Support Services

      • Fee Proposal

      • FAQ

 
Fee Proposal

The fees charged for each plan can vary depending on factors such as number of employees, amount of assets, and the amount of work expected for the plan. To get a quote please call 563-332-3071, or fill out the following information. The information you provide is confidential and will not be distributed to anyone.

Name:
E-mail:
Company:
Address:
City, ST, Zip:
Phone:
Retirement Plan Name:
Type of Plan: 401(K)   P/S   MPPP   ESOP
Age Weighted   New Comp.   403(b)
No. of Active Participants:
New Plan   Conversion Plan
   
Type of Services
Pension Inc. to provide Administration

Daily Valuation Recordkeeping Provided By (Please select only one below)

Alliance Link
American Funds
American Skandia
Franklin/Templeton
Manufile
MFS Recordkeeper Plus
Scudder/Kemper Flex Plan

Would you like us to obtain a proposal from the company you've selected above?

 
Pension Inc. to provide both Administration and Recordkeeping
Share/Daily Valuation
Dollar/Balance Forward Valuation

# of Funds
Reporting Frequency

   
Notes:
 

 

 

 

 

2535 Tech Drive Suite 201 Bettendorf, IA 52722 p:319/3071 f: 319/332-3086