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Contact Information
Proposal Information
Organization Information
Review and Certification

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Tell Us About Yourself
Name

Prefix
First Name
Last Name
Job Title
Phone
Area CodePhone Number
Email

Tell Us About Your Needs

Product or Service Interests

401(k)/DC Plan Recordkeeping

DB Plan Administration or Plan Design [Cash Balance and Traditional Defined Benefit]

DC Plan Administration or Plan Design [401(k), Profit Sharing, etc.]

Retirement Plan Investment Advisory [referred to Spectrum's investment advisory partners]

Workplace Financial Wellness

Technology - [Cybersecurity Awareness; Microsoft Office 365 or Dynamics 365; Business Intelligence]

Other [please describe under Business Objectives]

Business Objectives

Tell Us About Your Company or Organization
Organization Name
Organization Website

Organization Physical Address (No P.O. Boxes)

Street Address
Street Address 2
City	State / Region
Postal Code	Country

Total Number of Employees

Please Review and Confirm
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Certification

I have the authority to request proposal for products, services, or solutions on behalf of the identified organization.