Prospective client - fact finding survey

Thank you for taking the time to participate in this survey. The information you provide will be held in strict confidence and will not be shared with any other companies or organizations. By completing the survey, you will be helping us gain a better understanding of what plan sponsors, like yourself are currently looking for in the retirement plans they offer to their employees. As a token of our appreciation, by completing this survey and providing us with your email address, we will enter you in to our drawing at the end of the survey period for a chance to win a round trip airline ticket anywhere in the continental US that United Airlines flies to. Once again, thank you for your participation.

 

 

 

 

 

 

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Side By Side Financials, LLC
The Chrysler Building
132 E. 43rd Street, #526
New York, NY 10017
Tel: 888.471.7273
Fax: 712-781-7428

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