Business Retirement Plan Services

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    Please fill out the form below and click the "Submit" button.

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    How May We Serve You? (check all that apply)
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    Interested in a New Retirement Plan
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    Dissatisfied with My Existing Plan
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    Retirement Plan Review
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    Fiduciary Review
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    Education Workshops
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    Other
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    Please provide us with the following information. (Required fields *)
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    Name:
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    E-mail:
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    Company name:
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    Address:
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    Address1:
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    City:
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    State:
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    Zip:
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    Work Phone:
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    Fax:
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    Cell Phone:
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    Preferred communications:
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    Please Plan Overview:
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    Total # employees:
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    Total # plan participants:
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    Total plan assets: $
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    Estimated annual contributions:$
    (include employee and employer paid)
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    Type of plan:
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    Administration:
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    Current administrator:
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    Estimated annual plan costs billed to employer:$
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    Comments about current plan:
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    Rating of Administration:
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    Investments
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    Name of investment options by fund family or insurance carrier:
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    Types of funds/shares currently offered:
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    If you selected other, please let us know what funds:
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    Do you offer self-directed brokerage accounts?
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    Yes
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    No
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    Rating of Investments
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    Communications:
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    One-on-One Enrollment Meetings:
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    Yes
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    No
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    Rating of Communications:
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    Record Keeping:
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    Name of Record Keeper:
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    Internet Access:
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    Yes
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    No
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    One-on-One Enrollment Meetings:
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    Yes
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    No
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    Account valuation frequency:
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    Rating of Record Keeping:
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    Financial Advisor Information:
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    Advisor Name:
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    Firm Name:
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    Address:
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    Address 1:
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    City:
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    State:
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    Zip:
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    Phone:
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    Fax:
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    E-mail Address:
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    Broker/Dealer:
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    Frequency of personal visits by your Financial Advisor:
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    Rating of Financial Advisor:
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    Raymond James financial advisors may only conduct business with residends of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for infomration may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.