New Plan Design Request

How can we help?

Uniglobal Pension Planning, Inc. is an industry leader for Retirement Plan Design and Administration. Our Plans are in place nationwide and have been complimenting employers benefits packages for over 15 years. Put our services to work for your company. By completeing our Corporate Retirement Plan Platform Request form we can begin to shape a fully customized retirement plan that maximizes your goals while simultaneously offering you and your employees a means to retire well. See the difference with Uniglobal.

*Legal Company/Organization Name*
*Owners First Name*
*Owners Last Name*
Employer ID Number (EIN)
*Type of Entity*
*Address*
Floor/Suite
*City*
*State*
*Zip Code*
*Work Phone*
Extension
*Email*
Company Website Address

Corporate Demographics
Please take a moment to tell us a bit about your company's structure.
Employee Count
Which selection best categorizes your staff?
Age Ratio
How many more than 5% owners are present currently?
Over 5% owners

A Few Specifics
Please select a type of Plan.
Plan Type
Plan Effective Date
Upload a copy of your companys last fiscal year census file for more specific designing.
Additional Comments

Fields marked with [ * ] are mandatory

Access Uniglobal

Uniglobal provides services for business owners and financial advisors across a wide range of retirement plan platforms. Enter here to sign up and start your account.

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