Retirement Plan Quote
Request for Proposal
Offering a comprehensive retirement plan is more than just a benefit for employees: it's a strategic move to enhance employee retention, attract top talent, and support the financial well-being of your team.
At AGP Financial, we understand the unique challenges companies face in setting up retirement plans. We’re here to simplify the process and help you create a plan that aligns with your company’s goals, supports your employees’ futures, and offers tax advantages. With our expertise, setting up a retirement plan can be easy and fully customizable to tailor to your company. Some of our most popular retirement plans include 401(k), Simple IRA, and SEP IRA. Fill out the form below to the best of your ability and a member of our team will follow up with you shortly to discuss the best retirement plan for you.
Our Process
Request for Proposal
- Submit the form for Information Gathering – Complete this form to share preliminary details about your company’s needs. We start by understanding your current setup. Is there a plan in place? How many employees will be participating.
- Review & Schedule a Call – Once we receive your form, we’ll schedule an introductory call with you to discuss your goals and answer any questions.
- Census Gathering – During our call, we’ll gather participant information, such as demographics, personal information, and anticipated participation rates.
- Record Keeper Proposals – We analyze proposals from 8-10 industry-leading record keepers to find the best fit for your company.
- Customized Recommendations – Based on our analysis, we’ll narrow down the top 1-2 proposals tailored to your company’s unique needs.
- Implementation Planning – We’ll guide you through the setup and implementation process to ensure a smooth transition.
- Employee Presentation – To ensure engagement, we offer an in-person informative session to introduce the plan to your team and address any questions.