If you would like Dunbar, Bender & Zapf, Inc. to provide a proposal on administration for your plan, please download both of the following files:
The first file represents a blank census listing in a Microsoft Excel format. Please complete the list to reflect all employees who currently perform services for your business. For each employee, please list his/her name, date of birth, date of hire, date of termination (if applicable during current plan/tax year), social security number, estimated wages/compensation, 401(k) salary deferrals (if applicable), the number of hours completed (if less than 1,000) for this period, and the owner/officer breakdown of the company.
The second file is a blank questionnaire (download prior to completion, your answers will not save if typed in online). Please complete all of the items on the form for our records. You may wish to consult your tax advisor on some of the questions, including Item No. 3 regarding Controlled or Affiliated Service Groups.
Please fax, mail or e-mail the requested information to:
Dunbar, Bender & Zapf, Inc.
Attn: Proposal Group
Frick Building, Suite 1100
437 Grant Street
Pittsburgh, PA 15219
Phone: (412) 263-0102
Fax: (412) 263-0138