Proposal Request

Our mission is to provide your organization with the appropriate set of plan
designs and administrative services. Our fees are reasonably priced and,
in turn, we will provide your organization with the best in administrative service.

Proposal requests are necessary for:

  • Startup plans
  • Competitive Bids
  • RFP Submissions
  • Compliance Only
  • Plan Documents
  • Educational Meetings 

Please contact us to request an administrative service proposal at:


What Our Customers are Saying

Contact Us

"Continued excellent service and responsiveness!"
CFO for a major non-profit association in Washington, D.C.


Phone: (301) 977-8840
Toll Free number (877)-303-3539
General Fax: (301) 977-9337
Claim Fax: (877) 303-0742
Email Customer Support
Desktop Claim Requested Receipt Upload

New Employer Administrative Services Inquiry

Claim and Correspondence mailing address:

PO Box 2401 Germantown MD 20875-2401