CEDAR POINT FINANCIAL SERVICES, INC
 A wholly owned subsidiary of Cedar Point Federal Credit Union

Group Services Quote Request

At CPFS we seek to maintain the highest ethical standards and the greatest possible professional competence for the benefit of our clients. As Insurance and Investment Specialists, we tailor our business to meet the needs of each individual, institutional or corporate client.

We believe our future depends on the ability of our representatives to offer superior services at competitive prices. Our efforts are dedicated to this purpose and our resources are used to support this philosophy. Through our alliance with Maryland Agency Insurance Associates (MAIA) Cedar Point Financial Services, Inc. (CPFS) is able to accomplish this and more.

Please take a moment to complete the CPFS proposal fact finder. You have nothing to lose, and quite possibly, may save you and/or your company hard earned dollars

Proposal Fact Finder

Company name:

# of employees*:

Contact name*:  

 

 Phone*:  

Email:

*required fields

Current plan name:

# of eligible employees:

Plan type:

 
401(k) Profit sharing Defined benefit Comparison
 Age weighted profit sharing Other (specify):
Investment Direction:

 
Participant directed Employer/trustee directed
 Both (specify):

Expected number of investment options in plan:

Are loans/hardship withdrawals permitted? yes no
Will there be life insurance policies held by the plan? yes no -- # of policies
Employer contribution:
Match     Profit sharing    Both    None Contribution/match formula:
Existing assets:     Yearly cash flow:     Eligible payroll:
Does anyone have more than 25% of plan assets: yes no    If yes: Age %
Do you currently have another plan? yes no
Is there a surrender charge? yes no

If yes, amount ($ or %)

 State of issue of current plan

*An Employee Census including the following information is necessary to expedite your request:
(This information can be sent via e-mail )

§         Name

§         Date of Birth

§         Hire Date

§         Hours per Year

§         Salary

§         Job Position (Title)

Please Note:
Email is not a secure means of transmitting data.
Please do not provide any sensitive personal information (i.e., SSN, account number).

Thank you for your interest in the services offered by Cedar Point Financial Services, Inc. If you have any question on completing the above information please don't hesitate to contact Colleen or Dora at 301-863-7071 or 800-201-1647.

Insurance products discussed herein:
Not Insured by the NCUA
or any Federal Government Agency		 May Lose Value Not a Deposit or Guaranteed by
the Credit Union or any
Credit Union Affiliate

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This page was updated:
September 19, 2007 12:41