Confidential Company Information
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Name of Business
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Contact Person
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Street Address
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City
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State
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Zip Code
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Email
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Phone
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Fax
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Corporation
Sub-S
LLC
Type of Business Entity
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Salary Reduction
Employer Match
Safe Harbor
Profit Sharing
Plan Type with Specifications
Plan Name
Current Plan Provider
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Investment Options
Payroll service
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Weekly
Bi-Weekly
Monthly
Quarterly
How often will deposits be made?
Plan Assets ($)
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# of Employees
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# of Participants
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Employer Match?
No
Yes
Match Percentage
Menu of Services and Costs
What Services do you require?
Plan Design
Plan Document
Administration
Trustee
Monthly Reports
Quarterly Reports
Internet Access
Daily Valuation
Investment Advice
Newsletter
Loans
Brokerage Accounts
Semi – annual visits
Enrollment
Internet Payroll and Tax
Signature-Ready Form 5500
What Investments do you require?
Access to ALL Mutual Funds
Stocks & Bonds
FolioFn
Choose your own Mutual funds or Fund Families
AMSG Profile Portfolios
Loans
Thank you for your request for information. We will contact you
shortly to discuss how we can help your company achieve its goals.
200 Atlantic Avenue, Manasquan, NJ 08736
Phone. 732-223-1388 - Fax. 732-223-1886 - Toll-Free. 800-346-1002
Copyright 1999-2004, Asset Management Services Group, Inc. All rights reserved.
Confidential Company
Information
