Retirement Plans
Request a Proposal
Finding the perfect plan design for any organization can be tricky.
Let us help.
STEP 1
Contact one of our Consultants to discuss your goals and expectations. At the initial phone call, the Consultant will assist you in narrowing down the type of qualified retirement plan that will best fit your objectives.
STEP 2
Complete the Employer Questionnaire and Census Form and return it to our office via email or fax. The Consultant will review, have additional conversations with you, and prepare feasibility studies based on the information you provided. (5-day turnaround)
STEP 3
Arrange a conference call or face-to-face meeting to discuss the feasibility study.
STEP 4
Naturally, we would like you to retain Polycomp at this time to implement the plan. Knowing that over 60% of the companies who get to step 3 retain our services allows us to complete steps 1 through 3 at no cost to you, the employer.