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First Name
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Last Name
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Company
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Email
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Phone
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Street Address
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City
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Street Address 2
State
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Prospective Client Name
Estimated Eligible Employees (Current number of participants if existing plan)
Advisor Compensation Type
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Fee-based
Asset-based
Advisor Compensation (Flat dollar or bps)
Best Time to Contact
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Total Plan Assets (Enter 0 if start-up plan)
Is this a start-up or an existing 401(k) plan?
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Start-Up Plan
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