Fee Proposal Request

Thank you for considering DRPS for your retirement plan administration needs!

Please fill out and submit the form below and we will be able to prepare a Fee Proposal for your Plan. If you would like a Plan Design Projection in addition to a Fee Proposal, please click here after submitting this form.

PLAN INFORMATION

Employer Name

Does the Employer have an existing retirement plan?

Yes

What type of plan does the Employer have or is looking to set up?

Other:

Current Recordkeeper / Financial Institution where assets held:

Current Plan Assets:

Total Expected Annual Deposits/Flow?

Number of Employees eligible to participate:

Number of Employees with an account balance:

Plan Year End

Additional Comments or Notes

EMPLOYER INFORMATION

Employer Contact Full Name

Employer Contact Phone

(###)

###

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Employer Contact Email

Legal Structure of Employer

Employer Fiscal Year End

Date Incorporated or Date Business Started

YYYY

Do any of the owners of the Employer have ownership in any other businesses?

Yes

Has the Employer EVER sponsored a retirement plan that is now terminated?

Yes

SUBMITTER INFORMATION

Full Name of Submitter

Submitter's Company Name

Relationship to Employer

Submitter's Email

Submitter's Phone

(###)

###

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