The more we understand about your retirement plan goals, the more we are potentially able to design a plan that can help you reach those goals.
The fields marked with a * are required, but we encourage you to answer as many of the other questions as you can, as the non-required questions are really the most important in terms of understanding you and your retirement plan goals.
The math problem at the bottom prior to the “Send to WFG” button is a spam filter to prove you are human, as we much prefer to work with humans than we do bots.
For Plan Sponsor Use Only – Not for Use with Participants or the General Public.
This information was developed as a general guide to educate plan sponsors but is not intended as authoritative guidance or tax or legal advice. Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation. In no way does advisor assure that, by using the information provided, plan sponsor will be in compliance with ERISA regulations.