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Cash Balance Design Request:
Existing Qualified Plan

Please fill this out only if your client has an existing qualified plan.  

If your clients have a qualified plan, please provide copies of the following:

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       1.  The Adoption Agreement

       2.  Most Recent Valuation Report, please be sure to include contributions by person, source &             account balances.

      3.  Most Recent 5500 Form Filed

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Executive Concierge Team Phone:

(614) 927-0909

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For All Inquiries Email:

info@mchenry-advisers.com

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Monday  - Friday:  8am - 5pm EST

Also, by appointment.

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New Albany, Ohio 43054

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