Proposal Request:

Melissa Lubiewski Series 6
Advanced Benefits Consulting

Advanced Benefits Consulting P.O. Box 411520 331 N New Ballas Road Saint Louis, MO 63141-9998
(314) 450-7382 (v) (314) 450-7400 (fax) melissal@abc401k.com

  • Steps:
  • 1) Instructions
  • 2) Your Information
  • 3) Case Information
  • 4) Questionnaire
  • 5) Census
  • 6) Submit
Instructions: NEXTNEXT
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
    • Manaully 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:NEXTNEXT
* Required
** Separate multiple email addresses with semicolons (example: name1@abc.com;name2@xyz.com)
Case Information:NEXTNEXT
Questionnaire: NEXTNEXT
Complete The Plan Questionnaire...
Census:
NEXTNEXT
Confirmation:
You: submittername
Case:  List icons can
Census: List icons can
  • 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.
  • As a PensionPro API User...  this Advisor will immediately receive a Prospect notification record electronically in their PensionPro account.
Success!

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