Existing Plan Conversion Proposal Request

BenefitGuard will prepare a proposal based on the information provided. In order to prepare a full side-by-side cost comparison, an investment allocation report and fee disclosures are needed. Otherwise, the proposal will only outline the fees of the proposed plan and estimate savings versus an average plan of similar size.

Typical turnaround time is 1-2 business days. If you have specific needs or the plan has specific circumstances, please specify in the Notes section.

If any attachment exceeds a file size of 2MB, please mention that in the Notes instead of attaching it and then send the file by email to your sales contact after submitting the form.

New Plan Setup Proposal Request

BenefitGuard will prepare a proposal based on the information provided. Typical turnaround time is 1-2 business days.

If you have specific needs or the plan has specific circumstances, please specify in the Notes section