TAG Resources | Request A Proposal

Plan Basics

Plan Type*

Startup
Takeover

Company Name*

Current Plan Assets*

Expected Flow

Eligible Employees*

Participants With Balances*

Advisor Info

Advisors on the Proposal*

One
Two

Advisor Payment Method

Advisor Name*

First Last

Advisor Title

Advisor Firm*

Advisor Phone*

Advisor Email*

Advisor Location*

City State / Province / Region

Broker Dealer / RIA Firm

Advisor Compensation (BPs)*

Please enter a number from 0 to 1000.

Second Advisor Name*

First Last

Second Advisor Firm*

Second Advisor Phone*

Second Advisor Email*

Second Advisor Location*

City State / Province / Region

Second Advisor Broker Dealer / RIA Firm

Remember Advisor(s)

Investment Manager Info

Securities Licensed?*

Yes
No

Investment Manager*

Recordkeeper Info

RK Contact Title

RK Contact Name

First Last

RK Contact Phone

RK Contact Email

Remember RK Contact

Comments & Special Instructions

Send Proposal To Email

Referred to TAG By

Notes

Name

This field is for validation purposes and should be left unchanged.