RMS 401K: Get A Quote

Get a Quote

required fields

Requestor Information
Your Name		Please provide a name.
Your E-mail Address		Please provide an e-mail address.
Your Phone Number		xxx-xxx-xxxx Please provide a 10 digit phone number.

Employer Information
Company Name		Please provide a company name.
Address
City
State		Please select a state.
Zip		Please provide a 5 digit zip code.
Phone Number		xxx-xxx-xxxx
Fax Number		xxx-xxx-xxxx
E-mail Address

Producer Information ¹
Name		Please provide a name.
Company Name		Please provide a company name.
Address		Please provide an address.
City		Please provide a city.
State		Please select a state.
Zip		Please provide a 5 digit zip code.
Phone Number		xxx-xxx-xxxx Please provide a 10 digit phone number.
Fax Number		xxx-xxx-xxxx
E-mail Address		Please provide an e-mail address.
RMS Regional Pension Consultant Name		Please select a consultant.

Plan Information
This Plan Is A		New Plan Takeover Plan Please make a selection.
Will This Case Be Sold Through The Bank Channel?		Yes No Please make a selection.

Estimated Annual Contributions		Enter $ Please provide a numeric amount.
Current Plan Assets		Enter $ Please provide a numeric amount.
Total Assets That Will Be Invested Outside The Mutual of Omaha Product		Enter $
Total Outstanding Participant Loan Amounts		Enter $
Estimated Number Of Participants With Account Balances		Please provide a numeric amount.
Plan Type		Please select a plan type. sp - requires special pricing
Pricing Option		Full Service TPA Please make a selection.

IMA Option		Please select a IMA Option.
Asset Charge
1st Year Deposit Compensation		Enter % Please provide a numeric amount.
Trail Compensation		Enter % Please provide a numeric amount.
Special Pricing ²		Yes No

Proposal Information
Select Format		Please select a format.
How Many Printed Copies Of The Proposal Are Needed?
Date Proposal Needed		³ Please make a selection.
E-mail Address To Send Proposal
Mail Proposal To		Producer New Address Please make a selection.

For Overnight Delivery ³
Carrier Name
Account Number

Comments

¹	Agents are required to be both properly licensed and appointed prior to selling this product. If you need assistance, forms or additional information regarding the appointment process, contact RMS at 866-761-7900 ext.19.
²	Available if reimbursement of surrender charges from prior carrier is being requested or if plan type requires special pricing. Please complete takeover information above and specify pricing results you are looking for in "Comments".
³	Printed proposals will be sent via two-day delivery unless you supply your carrier name and account number.

Corporate Headquarters
Retirement Marketing Solutions, Inc.
9140 West Dodge Road, Suite 380
Omaha, NE 68114
866.949.6191
rms401k.com

National Sales Office
Retirement Marketing Solutions, Inc.
5475 Rings Road, Suite 110
Dublin, OH 43017
866.761.7900
rms401k.com

Retirement Marketing Solutions, Inc. (RMS) is a national wholesaling organization that specializes in retirement products. With seasoned retirement experts located across the U.S., RMS provides sales support, proposal generation, education, enrollment support and ongoing services to independent brokers and advisors. RMS works diligently to develop relationships with select providers to secure quality products and competitive pricing arrangements on behalf of those who sell the products.

For producer use only. Not for use with the general public or any plan sponsor.

Bank Name		Please provide a name.
Distribution Platform		Please provide distribution plattform.

TPA Name		Please provide a name.
TPA Subsidy		.05% increments only Please provide an amount.

If requesting Special Pricing, contact the Sales Desk at 877-401-SALE (7253) before completing the following questions.
Surrender Fee Buy-Out		Enter $ or % Please provide a numeric amount.
Current Surrender Fee Schedule		Please provide a schedule.
Other Special Pricing Requirements		Please provide requirements.