Retirement Options, Employee Leasing, and Insurance Plans Serving Florida

Matrix Business Consultant:		Consultant Phone Number:
Date:
Business Name:		Business Type:
Contact Name:		Street Address:
City:		State:
Zip:		Phone Number:
Fax Number:		Email Address:
Number of Full Time Employees:		Do you currently have a retirement plan? If so, what type?
What level of participation in a retirement plan do you currently experience or expect?		Is the employer willing to match employee contributions?
Who will make the decision on the retirement plan?		When do you want the retirement plan effective?