Contact The Pension Professionals about Defined Benefit 412(i) Retirement Plans - Pension Professionals of Florida

(727) 538-7762 • (800) 433-9667
FAX (727) 596-9015

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Defined Benefit
412(i)
Retirement Plans

REQUEST A FREE 412 (i) FEASIBILITY STUDY

412(i) HOME	FREE 412(i) FEASIBILITY STUDY
412(i) HOME	412(i) BASICS	412(i) FAQ	SECTION 79 IS BACK	NEW REGS	CODE SECTION 412(i)	1st YEAR CONTRIBUTIONS	LEVERAGING A 412i Defined Benefit Plan

Please complete and submit the following form
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CONTACT INFORMATION:

Your Name(first last):

E-mail address:

Company or P.A.:

Street Address:

City, State, Zip:

Phone Number:

Best Time to call:

COMPANY INFORMATION:

Business Type:
Corporate Non-Corporate

Date Business Began:

Ending Date of fiscal year:

For what tax year do you
want the deduction:

Do profits vary significantly
from year to year?
Yes No

Annual Contribution Goal:
OR
Annual Percent of Payroll:

Employees to be favored:

Do principals have ownership in any other businesses?
Yes No

Do you want a fully insured plan?
Yes No

Do profits vary significantly
from year to year?
Yes No

Other employee fringe benefits:

EMPLOYEE INFORMATION:

Smoker? Name: Sex: Date of
Birth: Date of
Employment: Total W-2 Comp: % of
Business
Owned:

No
Yes 1. Male
Female

No
Yes 2. Male
Female

No
Yes 3. Male
Female

No
Yes 4. Male
Female

No
Yes 5. Male
Female

ADDITIONAL MESSAGE and/or COMMENTS

OR
You may contact us via phone, fax or mail:

(727) 538-7762 • (800) 433-9667
FAX (727) 596-9015

CLICK FOR ON-LINE CONTACT

412(i) HOME	FREE 412(i) FEASIBILITY STUDY
412(i) HOME	412(i) BASICS	412(i) FAQ	SECTION 79 IS BACK	NEW REGS	CODE SECTION 412(i)	1st YEAR CONTRIBUTIONS	LEVERAGING A 412i Defined Benefit Plan

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Smoker?	Name:	Sex:
No Yes	1.	Male Female
No Yes	2.	Male Female
No Yes	3.	Male Female
No Yes	4.	Male Female
No Yes	5.	Male Female

Defined Benefit
412(i)
Retirement Plans

OR

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01/03/05

http://www.definedbenefit412i.com/412i_contact.htm

Your Name(first last):
E-mail address:
Company or P.A.:
Street Address:
City, State, Zip:
Phone Number:
Best Time to call:

Business Type:	Corporate Non-Corporate
Date Business Began:
Ending Date of fiscal year:
For what tax year do you want the deduction:
Do profits vary significantly from year to year?	Yes No
Annual Contribution Goal: OR Annual Percent of Payroll:
Employees to be favored:
Do principals have ownership in any other businesses?	Yes No
Do you want a fully insured plan?	Yes No
Do profits vary significantly from year to year?	Yes No
Other employee fringe benefits: