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Request a Quote

SIMA Financial Group > Request a Quote
SIMA Request a Quote (Full)

Select Group Health Benefits

Fill out the form below for Group Benefits, for Individual Health Benefits, please click here.
One of our agents will contact you within the next business day. Please note that we will need a current employee census in order to quote your group benefits.

Payroll Quote Request

Corporate Retirement Plan Quote Request

Our team is pleased to offer a complementary basic retirement plan analysis and quote. The first step in designing or enhancing your retirement plan is to complete the basic information and submit the necessary documents through our secure portal. Our investment team will review the provided information and present recommendations for optimal plan performance and administration.

New Plan Quote

1. Please rank your reasons for sponsoring a new plan – with 1 being the most important and 5 being the least important:

2. Please rank the following plan options – with 1 being the most important and 5 being the least important:

To complete your quote request, our team will need you to provide the following information via our secure email portal.

 
Current payroll census including: 

  • Payroll Frequency
  • Names
  • Dates of Birth
  • Date of Hire
  • Date of Termination
  • Annualized Income
  • Ownership Percentages

Convert an Existing Plan Quote

Please rank your responses with 1 being the most important and 5 being the least important:

EXISTING PLAN DOCUMENT REQUEST

 

The following documents are necessary for our investment team to present a quote. Please use our secure portal to submit the following:

 
1. Current payroll census including:
 

  • Payroll Frequency
  • Names
  • Dates of Birth
  • Date of Hire
  • Date of Termination
  • Annualized Income
  • Ownership Percentages

 
2. Adoption Agreement & Summary Plan Description
 
3. Most recent employer-level plan report
 
4. Most recent invoice or documentation outlining all plan fees listed below (all fees may not apply):
 

  • Annual recordkeeping fees, if any
  • Annual administration fees (compliance testing, filings, loans, distributions), if any
  • Asset-based fee schedule, if any
  • Annual advisory fees
  • 408b(2) Annual Fee Disclosure Report

 
5. Plan compliance testing/summary of testing results

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