Print
and complete the Employee
Census Form using accurate employee records
for reference, then download and read the article,
“8
Things You Must Consider When Starting a Plan.”
Fax the completed Employee Census Form to Walker &
Associates at 770-534-9069. Be sure to indicate
three convenient times for your FREE private phone
consultation.
We will confirm a time for the phone meeting
within 24 hours.
IMPORTANT NOTICE:
This is a complementary service from Walker & Associates
to all companies who are selecting their first plan,
or to those firms who are concerned whether their existing
plan fits their current needs. There is absolutely
no charge or obligation for this call. We do
not have sales people on our staff. Our purpose in providing
this counsel is to give you an idea of the service you
can expect from a good plan administrator. –
Dan Walker, CPA
During
the private phone meeting, we will discuss your goals
for providing an employee retirement plan for your firm.
We’ll discuss the benefits of each type of plan
and review the impact each plan would have on your goals.
Once our conversation is complete, you will have a clear
idea which type of plan will suit your purposes the
best.