Request For Proposal


No-Obligation Request For Proposal

  • Do you have an existing retirement plan through a different service provider?
  • Are you satisfied by the current service, design and/or pricing?
  • Do you feel that more could be had from your current plan?
  • Are you an owner of a company and are over 50-years-old still putting away less than $54,000 per year in your 401(k), SEP, IRA or SIMPLE plan?

We may be able to help you significantly increase your contributions per year without needing to significantly adjust employee contributions.

Or has your company never sponsored a retirement plan before? Or has it been a while since your company has offered a retirement benefit and you are looking at adding a retirement plan back into your employee benefits mix? We can start your company off on the right foot for your retirement plan(s) and continue monitoring your plan year over year to maximize its effectiveness.

Please send your Request for Proposal (RFP) to kcarolan (at) evergreen-retirement.com anytime. We will let you know what pertinent information we may need from your company. After we receive all of the necessary information, we will generate a response within 24-hours during the normal business week giving you contribution details, pricing and any other requested information. You may send a RFP from your company or through an outside consultant, financial advisor or CPA acting on your behalf.

If, however, your company simply has questions about different options, such as if your current retirement benefits maximize what may be available through the IRS and Department of Labor (DOL) code and regulations, please do not hesitate to get in touch with us. We are more than happy to answer any questions anytime for no obligation. Part of what we feel we add value to the general business community is explaining that there are often more options than what may be advertised by companies selling “boxed” or “cookie cutter” 401(k) plans. Sometimes the “box” fits, but oftentimes it may involve more expense in contributions than what the owner(s) may truly need or want to maximize their own benefits or accomplish providing a valuable employee benefit for their staff.