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For your custom plan proposal, please complete and submit either:
New Plan or Existing Plan Questionnaire
Please download the appropriate form to your PDF viewer, fill out and complete.
Select the SUBMIT button at the bottom of the form to email to CWM Retirement Plan Services directly.
We focus on your company’s
plan design, legal documents, and annual government compliance,
so you can focus on your business.
When you partner with a firm that truly enjoys mastering the ins-and-outs of the IRS tax code and ERISA, you benefit by offering a retirement plan that is custom tailored to your company’s specific needs.
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