ONLINE PENSION AUDIT QUOTE REQUEST Click the Submit button at the bottom of this form. Company Name: Name of Plan (As shown on Form 5500):   Your Name: Your Position: Email Address: Street Address: City: State: Zip Code: Phone Number: Ext. Fax Number:  How did you hear about us?  I receive a postcard in the mailI received an email advertisement from youI was referred to youI performed an online search & found your websiteOtherNot sure Indicate the Plan Year(s) Requiring a Plan Audit: Number of Participants: Between 100 and 200200 and 300400 and 500Over 500 Name of Investment Custodian (Fidelity, New York Life, ADP, John Hancock, ING, etc.):                                                                         Does the Participant Self-Direct (have limited control of investment choices)? Yes No If the plan allows for participant loans, was there any loan activity during the plan year? Yes No Does the Participant Self-Direct (have limited control of investment choices)? Yes No PREVIOUSLY AUDITED PLANS - Up to 30% DISCOUNT Help us determine what kind of discount to give you. We offer up to a 30% discount off of your prior year audit fees. The amount of the discount will be based on factors such as the size of you plan, number of participants, type of plan, type of audit required. The submission of this form will provide us with adequate information to provide you with a quote. If we need to ask you more questions, we will contact you at the number you have provided above. Please state the amount of your prior year invoice and any adjustments you feel should be made because they will not apply in the current year. Amount of Prior Year Audit Fee Paid:  Your Comments as to What Kind of Discount You Desire ((Up to 30%):   Thank you for taking the time to complete this online request for a pension audit quote.  Once you click on the button below, this form will be emailed to a pension auditor who will prepare a quote for you and call you to discuss it.  YOU MUST click on the button below: