401(k) Information Request

Thank you for your interest.

By far the most common employer-sponsored retirement plan is the 401(k) plan.

The 401(k) plan is a defined contribution plan. It allows employees to make pre-tax contributions, and the funds contributed plus any earnings accumulate tax deferred.

After completing the form, please click on the “Submit” button. Your information will be emailed to our offices and we will process your request. All information will be kept confidential.

Contact Information

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Address

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Email*

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401(k) Plan Information

When would you plan on implementing your new 401(k) plan?During the next monthWithin three monthsBefore the end of the year

How many employees would be eligible for the 401(k) plan?

What percentage of eligible employees would you expect to participate?

Any additional information to consider as we process your request?

These quotes do not guarantee coverage and actual premiums may differ from the quotes provided

301-519-8525

301-560-6636

Customerservice
@sakassociatesinc.com

9711 Washingtonian Boulevard Suite 350 Gaithersburg, MD 20878

Mutual of Omaha and its representatives do not provide tax or legal advice. Consult a qualified professional regarding your particular situation.
Securities and advisory offered through Mutual of Omaha Investor Services, Inc. Member FINRA/SIPC. SAK Associates, Inc. and Mutual of Omaha Investor Services, Inc. are not affiliated.
This is not an offer or solicitation in any jurisdiction where our Registered Representatives and Agents are not authorized to do business. The information presented on this website is intended for educational purposes only and is not intended to replace the advice of an attorney or qualified tax professional.