Pension Plans | PRO 401(k) Plan

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401k & SoloK HelpDesk

Inquiries

Follow the steps to view PRO's Quick Demo :
a) Click on Participant Login button on the top of this Page.
b) Enter Soc. Sec.# 123-45-5500 (for Solo-k Demo) or 555-55-5500 (for 401k Demo)
c) Enter PIN# 5500.
d) Review Demo Plan and then contact PRO at 1-877-241-6269 to setup your Retirement Plan or click on respective Payment Button to initiate the Plan setup process.

SAVE 50% or more on your Solo-k or 401k Plan....

	Solo-K Setup fee		401K Setup fee

Please Contact PRO at 877-241-6269 for help.

Request For Proposal

To obtain assistance from our PRO staff, please complete the information below. To provide you with the information that best fits your needs, please tell us a little about yourself by selecting your user type from the choices below:

Please complete the sections below and we will contact you at a time that is convenient to you.

All fields marked *are mandatory

Select Plan

Owners Only Firms (Solo-K)

Owners & Common-law Employees (401k)

Are You

Plan Sponsor

Broker

RIA ARRANGEMENT ON PLAN

CPA/TPA/OTHER

Firm's Legal Name*

Plan Contact's First Name*

Plan Contact's Last Name*

Street Address 1

Street Address 2

City/Town

State/Province

Zip Code

Phone 1*

e-mail*

Fax

EIN No. (Tax ID No.)

No. of Total Owners + Employees*

Tax Status

Sole P

Partnership

Corporation [ C or S ]

Other


Plan Name	Plan Asset*
Old Investment Co.	Old Trustee Name	Transfer Date
New TPA Firm	Old TPA Firm	Old TPA Contact Phone #
Old TPA Contact Email

Fund Management

Ticker

	First Name	Last Name	Social Security #	Approx Salary	Date Of Birth (MM/DD/YYYY)	Date Of Hire (MM/DD/YYYY)	Annual 401(k) Deferral Amt.	Owner %
Values e.g.	John	Smith	123-45-6789	200000	01/01/1960	01/02/1990	11000	50%
Owner				$			$
Total				$			$

Notes


Solo-K Setup fee		401K Setup fee

Please Contact PRO at 877-241-6269 for help.

Fee Schedule