PLAN DESIGN REQUEST

We would like to assist you in implementing a plan that would meet all of your current and future needs. Our design specialists can look at various options based on your financials and demographics to come up with the optimum plan design for your company.

401(k) and Profit Sharing plans can be designed with flexible features such as eligibility, vesting, profit sharing allocations etc. With proper plan design, a company can make a plan cost effective at the same time reward it’s employees through company contributions based on seniority and longevity.

In order for us to create an ideal plan design for your company, please provide us with the following:

Please complete the form below. Mandatory fields marked *

General Information

I am requesting this information in the capacity of: *
Company Name:*
Type of Corporation:
Your Name:*
Phone Number:*() -
E-mail Address:*
How did you hear about CRS?

Plan Information

Do you currently have an existing plan: Yes No

What is your main objective for the plan design:*

Please identify the person(s) you want to maximize benefits for:

Name	Owner	Title
	Yes No
	Yes No
	Yes No
	Yes No
	Yes No

Please identify any lineal ascendants or descendants of the owners i.e. Sons, daughters, father, mother:

Yes No

If yes, Please complete the section below.

Name	Relationship to Owner

Census Data

Step 1: Download Sample Census »
Step 2 - Upload Completed File:
* Your census file should include the following information: Employee Name, Date of Birth, Date of Hire, Annual Compensation

5871 Cheviot Road Suite 6
Cincinnati, OH 45247

Phone: 800-577-1152
Fax: 513-741-5804