Plan Design Questionnaires

Download our Questionnaires

Choose from the following:

2021 Retirement Plan Questionnaires

2022 Retirement Plan Questionnaires

Please download the appropriate Questionnaire and complete it with your client. You can type directly into the form and then print.

The information provided in the Questionnaire will allow us to determine whether your client qualifies to open a plan and to more accurately estimate your client’s maximum allowable contribution.

When your client is ready to set up a plan.

Contact Us at:
Dedicated DB
Phone: (866) 269-2706
Fax: (215) 648-1628

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