Sometimes people use the term business plan when they are referring to a project. Some projects are very substantial and equate to an autonomous independent business activity, in which case a business plan is entirely appropriate.
Can you support automatic enrollment of eligable employees? Can you support automatic annual increases in a participants contribution rates? Describe your ability to customize participant statements.
Travel service sales is the fastest growing category of business to consumer activity on the Internet, and by the year , the value of this market is estimated at $ billion (see Appendix 1, Internet Growth and the Sale of Travel Services). Automotive, Travel & Transportation Trucking Business Plan Sample. Use this sample business plan to get your trucking business on the road. Professional Services Photography Studio Sample Business Plan. Starting up your photography studio will need a proper business plan and this sample will provide the guidelines.
What makes your participant statements different or unique in the marketplace? Can you calculate and report a personal rate of return for each participant and report this on each participant statement?
What is your quality standard for returning calls from our benefits staff? How do you monitor this standard? Please include a sample plan management report that includes such data as total plan assets by fund, cash flow summaries, participant usage statistics, etc.
How often are such reports produced? Are they available on request? Are they available on your plan sponsor website? Do you require the use of a prototype or volume submitter document?
Who does plan amendments if we use an individually designed document? Is there a difference between required regulatory changes and elective changes? Do you restate the plan due to the change - or do we work with our own consul on this?
How are we advised of regulatory changes? It is very important that you understand just what plan maintenance work they will provide and what you must make other provisions for.
What assistance do you offer in drafting, designing, printing and distributing Summary Plan Descriptions?
If so, be sure to include this cost in the fee section. Describe all the testing and other administrative work you will provide. Are there standard testing or administrative work which you do not normally perform?
Be sure you completely understand what they are going to do and what they are not going to do for you. Will you provide us a SAS 70 report? A SAS 70 report is an independent review of their policies and procedures and can give you a good feel for how well they adhere to them.
Is there a minimum length of time we must stay with your company for plan administration? What is the name of the custodian for your product? Where are they located? Will it also act as trustee over all plan assets?The leading source for e-commerce news, strategies and research. Including webinars, blogs and e-retailer rankings, Top Sample Request for Proposal (RFP) for a k Provider.
Here is an outline you can use when putting together a RFP for a k provider. Included in this outline are important questions you should be asking. Sample Request for Proposal (RFP) for a k Provider. Here is an outline you can use when putting together a RFP for a k provider.
Included in this outline are . business plans and marketing strategy free business planning and marketing tips, samples, examples and tools - how to write a business plan, techniques for writing a marketing strategy, strategic business plans and sales plans.
Create an investment-worthy business plan with our template builder. Download into Word or PDF for free. We ask the questions, you fill in the answers. Professional Services Photography Studio Sample Business Plan.
Starting up your photography studio will need a proper business plan and this sample will provide the guidelines.