Our Family of Companies
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Retirement Services Proposal Request

Lafayette Life’s Retirement Services team designs customized qualified plan proposals tailored to your client’s goals. Complete the form and upload your Excel census to get started—most proposals are delivered within 3–5 business days. Questions? Contact us at Proposal-Request@LLIC.com.
Required Fields*

Employer Census

Download sample Excel census. Once completed, upload Excel census below.

General Information

How the Company Is Taxed
Note: If left empty we will illustrate maximum.
Plan Design

Additional Information

Other Retirement Plans

Does the employer currently sponsor a qualified retirement plan?
Note: If there is an existing 401(k)/Profit Sharing plan, please provide a copy of the Adoption Agreement. Proposal cannot be started without review of documentation.
Has the employer ever previously sponsored a retirement plan?

Controlled Group

Does the owner(s) have ownership in any other businesses?
Is the Employer part of a controlled group or affiliated service group?
Note: Employer's CPA or attorney can provide this info.

Agent Information

Lafayette Life Affiliation

Additional Comments

Proposals will be provided within 3-5 business days after all necessary information has been received.
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