Request for Proposal

KT Administrators, Inc. would welcome the opportunity to prepare a proposal for you.

Please complete the following information sheet so that we may respond directly to you with information relevant to your request. (* are required, only one of telephone or email required)
*Name of correspondant:
*Telephone Number (with area code - e.g. 123-555-1212):
*E-mail Address:
*Preferred method of contact:
*Type of Entity:
*Number of Employees:
*Is this a New Plan or a Takeover?
*Type of Plan
    401(K) Plan
    Profit Sharing Plan
    Money Purchase Plan
    Defined Benefit Plan
    ESOP Plan
    Davis-Bacon Plan
Objective of Plan
Issues you may have on current administration you would like us to address
Please choose from the following lists the services you are interested in
AdministrativeInvestment
    Full Service
    wraparound services such as compliance testing, consulting, and government form preparation
    document and summary plan description preparation
    educational services
    asset selection services
    trustee advisory services
    employee investment educational services
    employee advisory services
*When do you wish for the Plan to become effective (MM/DD/YYYY)
*Frequency of Participant Statements:
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