Request A Proposal

We appreciate the opportunity to provide you with a proposal for our Third Party Administration services. Please complete the following information so that we can present you with a detailed proposal for your review. If you are a referral partner, we will not reach out to your client until instructed to do so. Thank you for considering Lang, Lang & Co. CPAs as your premier Third Party Administration partner.

Plan Information

Company Name:		Plan Name:
Plan Type: 401(K)                               Safe Harbor 401(K)                               Profit Sharing                               Cash Balance                               DB Plan		Approx Plan Assets:

Approximate Number of				Do you plan on changing
Participants with a Balance:		Current Record-Keeper:		Record-Keepers?   Yes    No

If yes, Proposed Record-Keepers:		Additional Details:

We will provide you with our proposal in as timely a manner as possible. Please provide your contact information so that we may forward the proposal to your attention upon completion. We appreciate the opportunity to earn your business.

Name:		Company Name:                                Same as Above?
Phone: - -		Email: @

Please feel free to contact us should you have any questions regarding the proposal or our services.