212-328-7876

IRA Rollover help

IRA and 401k rollover help plan allows employees to make pre-tax contributions. 401k transfer is the most common employer sponsorship plan of 401k (k).

IRA Rollover help

401(k) Information Request

Thank you for your interest.

By far the most common employer-sponsored retirement plan is the 401(k) plan.

The 401(k) plan is a defined contribution plan. It allows employees to make pre-tax contributions, and the funds contributed plus any earnings accumulate tax deferred.

After completing the form, please click on the "Submit" button. Your information will be emailed to our offices and we will process your request. All information will be kept confidential.

401(k) Plan Information

When would you plan on implementing your new 401(k) plan? During the next month

Within three months

Before the end of the year

How many employees would be eligible for the 401(k) plan?

What percentage of eligible employees would you expect to participate?

Contact Us:

LPS Financial, LLC

2535 VICTORY BLVD

STATEN ISLAND, NY 10314

Phone: 212-328-7876

Fax: 212-328-7877

www.lpsfinancial.com

INFO@LPSFinancial.com

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IRA Rollover help - IRA and 401k rollover help plan allows employees to make pre-tax contributions. 401k transfer is the most common employer sponsorship plan of 401k (k).





Thank you for your interest.

By far the most common employer-sponsored retirement plan is the 401(k) plan.
The 401(k) plan is a defined contribution plan. It allows employees to make pre-tax contributions, and the funds contributed plus any earnings accumulate tax deferred.

After completing the form, please click on the "Submit" button. Your information will be emailed to our offices and we will process your request. All information will be kept confidential.


When would you plan on implementing your new 401(k) plan? During the next month
Within three months

Before the end of the year

How many employees would be eligible for the 401(k) plan?

What percentage of eligible employees would you expect to participate?

LPS Financial, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where LPS Financial, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by LPS Financial, LLC unless a client service agreement is in place.

Contact Us:

LPS Financial, LLC

2535 VICTORY BLVD
STATEN ISLAND, NY 10314

Phone: 212-328-7876
Fax: 212-328-7877

www.lpsfinancial.com
INFO@LPSFinancial.com