Proposal Request:

PlanGen Benefit Services
PlanGen.com

PlanGen.com 768 S. Main St PO Box 418 Bethel, VT 05032
802-234-4049 (v) 802-234-9308 (fax)

  • Steps:
  • 1) Instructions
  • 2) Your Information
  • 3) Case Information
  • 4) Questionnaire
  • 5) Census
  • 6) Submit
Instructions:
You will need the following information before you can submit the Request For Proposal:
  1. Your Contact Information:
    • Name, email, phone..etc.
    • Comments and instructions
  2. Company/Case Information:
    • corporate structure (C corp, S corp, LLC..etc.)
    • corporate address (city, state, zip, phone..email..etc.)
  3. Full-Time Participant/Employee Census Information
    • Manually enter multiple participants or...
    • Click here or visit the census tab once you complete this form) for an MS Excel .XLSX template you can download, fill-out on your computer, then upload with one click on the Census Tab of this form.
Describe Planning Goals...
This form is SSL encrypted during submittal for your security.
Contact Information:
* Required
** Separate multiple email addresses with semicolons (example: name1@abc.com;name2@xyz.com)
Case Information:
*required
Questionnaire:
Complete The Plan Questionnaire...
Census:
Confirmation:
You: submittername
Case:  
Census: 
Show Me:
  • You may change this information by clicking the desired tab and editing before submitting this RFP.
  • Upon submittal, you will receive a confirmation e-mail with the details of your request and the contact information of the Advisor handling your request.
  • The advisor will instantly receive retirement plan designs generated from the data submitted here for discussion with you.
Success!

Retirement plans generated for discussion with the contact above and your personal Advisors:

Click HERE for a new Request For Proposal...
 
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