Thank You For Your Interest
We’re creating an account for you that will allow you to monitor the progress on your request, and securely upload your documents.
You will receive an email shortly with your login details and next steps. If you do not receive an email within the next 5 minutes, please reach out to info@collieradvisors.com.
For us to process your Feasibility Study, you will need to complete and submit a questionnaire:
You will also be required to submit some of the following documents:
A. If incorporated, a copy of the last corporate tax return. If unincorporated, a copy of the Schedule C from your latest tax return.
B. A list of all current and terminated employees this past year, and your own W-2 compensation.
- Full name
- Date of birth
- Date of employment
- Estimated annual compensation
- Estimated hours per week
c. The following plan documents if applicable:
(1) copy of existing plan(s) and Summary Plan Description(s);
(2) copies of all plan amendments;
(3) copy of the most recent IRS determination letter(s);
(4) statement indicating total amount in each participant’s account(s) as of the end of the last tax year (list voluntary contributions separately); and
(5) if any employee has received a distribution, indicate the employee’s name, date of hire, date of termination, date of payment, amount of payment and amount and disposition of forfeitures (if any).