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REQUEST FOR PROPOSAL
Requested By:
Your Firm Name:
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Legal Name of Sponsor Company:
Legal Plan Name:
New Plan or Takeover:
Eligible Participants:
If Transferring In Please Fill Out The Following
Estimated Assets Transferred:
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Effective Date of Plan (as on Adopt. Agreement):
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Select Investment Vehicle being proposed: --SELECT ONE-- American Funds Charles Schwab John Hancock Lincoln MFS Nationwide Other *
If Nationwide, List Compensation Table, Year wanted (or call to discuss after submitting this form):
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Contact us with questions: Phone: (920) 720-0005 Fax: (920) 725-8337
