Request for Proposal

To provide you with the most accurate estimate for administration services that we can, we request that you complete as much of the information below as possible.

Requests for proposal are normally responded to within one business day.
*Denotes required field

Your Information
Title:
First Name: *
Last Name: *
Company Name:
 *
Phone Number: *
Email Address: *
Street Address:
(Please no P.O. Boxes) 		*
City: *
State: *
Zip: *
Referred By:
Request Details
Number of
Proposals Needed: 		*
Date and Time Required: (mm/dd) *
a.m.    p.m.*
Meeting Date: (mm/dd/yy)
Program Selection:
Foundations
PremiumSelect
CustomSelect
Proposal Details
Plan Name: *
Proposal Format: *
Plan Type: 401(k)/Profit Sharing Other *
Plan Status: Take Over New Plan *
Trusteeship: Corporate Self *
Proposed Start Date: (mm/yy)
Plan Year End: (mm/dd)
# of Employees:
# of Participants: *
# of Eligible Employees: *
Total Plan Assets: *
Total # Fund Options: *
Safe-Harbor? Yes No
Employer Match?
(Non-Safe Harbor) 		Yes No
Self Directed Brokerage? Yes No
Frozen Assets? Yes No
Controlled Group? Yes No
Participant Loans? Yes No
Plan Document Type: *
# of Payroll Locations:
ER Stock? Yes No
Type of ER Stock: Publicly Traded Private
Total Value of ER Stock:
Current Recordkeeper:
Current Investment Manager:
Additional Information:
 

 

 

 

Set-up Your Plan for Free!

Looking to setup a new plan or move a plan to a new recordkeeper? DRS is here to help. Through the end of the 2010 year DRS is waiving the start-up fees in our PremiumSelect and CustomSelect programs — saving up to $1,000 this year!

Use this online form to conveniently submit your Request for Proposal or call (877) 910-3775 to speak with a DRS Sales Representative.

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