1.800.474.0293

Request For Proposal

Request For Proposal

Heritage Pension Advisors, LLC ::

Date:
Requested By:

PLAN INFORMATION

Plan Name:
Current Provider:
Current Trustee:
Type of Plan:
Total Assets:
Total Number of Employees:
Total Number of Eligible Employees:
Total Number of Participants:
Plan Contact:
Contact Phone#:
 Fax#:
 Email:

Rank of Importance (1 = most important, 5 = least important)

  1 2 3 4 5
Plan Design:
Technology:
Costs:
Fiduciary Responsibility:
Communication:

INVESTMENT ADVISOR INFORMATION

Name:
Company Name:
Contact Phone#:
 Fax#:
 Email:

Current Fund List

Ticker
 Name Assets
Ticker
 Name Assets
1
10
2
11
3
12
4
13
5
14
6
15
7
16
8
17
9
18

Proposed Fund List

Ticker
 Name Assets
Ticker
 Name Assets
1
10
2
11
3
12
4
13
5
14
6
15
7
16
8
17
9
18


 





Heritage Pension Advisors Inc. | 66 Commack Road, Suite 308 | Commack, NY 11725 | 1.800.474.0293 | P: 631.759.9997 | F: 631.651.1957
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