Let’s design your plan

Starting a plan, adding one or changing administrators? Answer a few questions and a plan consultant will take it from there.

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1About you

Which describes you best?

Business owner or plan sponsorFinancial advisorCPA or accountantOther, such as HR or a benefits consultant

Name

Phone(optional)

Company

2Your plan

Where do things stand?

We don’t have a plan yetWe want to change administratorsWe want to add another planNot sure

How many employees does the business have?

1–1011–2526–5051–100101–500500+

StateSo the nearest office can help.

3A little more

Plans you’re considering(optional)

401(k) plansProfit sharing plansCash balance plansCross-tested plansTraditional defined benefit plansSomething elseNot sure yet

When would you like it in place?(optional)

As soon as possibleBefore year-endNext yearJust exploring

Anything else we should know?(optional)

A plan consultant from the office nearest you will reply to set up a short call. Your proposal follows, usually once we’ve seen a census of employees.

Already a client, or need something else? Contact us

Get started today

Reach out to the experts at Prime Pensions and learn why we are the trusted choice among actuarial and recordkeeping firms.

Corporate office

Prime Pensions, Inc.
25B Vreeland Road, Suite 209
Florham Park, NJ 07932

All locations

Get in touch

Questions about your plan, or ready for a proposal? We’re here to help.

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