Retirement Plan Questionnaire

The advantages of tax-deferred investing, coupled with the protection of a retirement plan, are essential parts of an employer's benefit package. The challenge is in ensuring you have a plan that meets your company's and employees' unique needs. 

The Retirement Plan Questionnaire will help First Midwest Wealth Management1 structure a retirement plan that meets these needs. Please complete this questionnaire and return it to a First Midwest Wealth Management Officer. If you have any questions about this questionnaire, please call us at 800-322-3623 and we will connect you with a First Midwest Wealth Management Officer.

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