Proposal Request:

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

Instructions: NEXT

You will need the following information before you can submit the Request For Proposal:

Your Contact Information:

Name, email, phone..etc.
Comments and instructions

Company/Case Information:

corporate structure (C corp, S corp, LLC..etc.)
corporate address (city, state, zip, phone..email..etc.)

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.

This form is SSL encrypted during submittal for your security.

Contact Information:NEXT

*Your First Name:

*Your Last Name:

*Your Email:

*Day Phone:

**Additional Recipient Emails For The Proposal:

Comments or Instructions::

* Required
** Separate multiple email addresses with semicolons (example: name1@abc.com;name2@xyz.com)

Case Information:NEXT

Employer Name:

Corporate Entity:

PBGC Coverage:

Addr Line 1:

Addr Line 2:

City:

State:

Zip:

Phone:

Fax:

Email:

Comment:

Questionnaire: NEXT

Complete The Plan Questionnaire...

Census:

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.