Request a Proposal 2017-11-08T13:01:05+00:00

An Easy Decision,
An Easy Move…

Moving your employer-sponsored plan to Appleton Group 401(k) is a lot easier than you might think. In fact, we built it that way!

  • If you currently have a plan in place, simply have your benefits representative contact the Appleton Group 401(k) team to receive a proposal. We’ll detail the costs, features and benefits of the plan, offer you a detailed website demonstration and provide a comprehensive transition packet. We’ll also help you properly notify your participants of the upcoming provider change, supply enrollment kits, as well as provide an introduction to your dedicated conversion team.

    And from day one, our team will ensure that your HR staff is fully trained in our easy-to-use deferral processing system.

  • If you don’t currently offer a qualified retirement plan and wish to start with Appleton Group 401(k), we’re ready to help. Our plan design specialists will work with you to create an employer-sponsored plan that meets all of your needs. We’ll help you select your advisor, set a launch date and do everything to train your HR staff so you’re ready for a successful start.

From transitioning existing plans to startups, Appleton Group 401(k) is here to make it as easy as possible. Take your first step today by calling our Appleton office at (920) 993-7727 or (866) 993-7727 (toll-free number) or submit a request for proposal using this convenient online form…