Business Start-Up Funding

Consult with us.
We’d like to talk with you and understand your particular goals and situation. An in-depth discussion with one of our Retirement Plan Analysts is an important first step in determining if and how The BeneTrends Rainmaker Plan® can work for you.  Call us at the numbers below, or click the link for immediate contact with one of our retirement planning professionals.

Plan with us.
Once we’ve determined that the Rainmaker Plan® is right for you, we’ll ask you to complete and submit an Engagement Agreement and Company Questionnaire.

From that point, members of our team will work with you step-by-step through the entire process, ensuring that your plan not only meets your needs but is designed to meet IRS and DOL compliance requirements.  We’ll engineer a plan that’s not only right for you and your business… but simply right.

Send initial forms:
Simply print the forms from the following files, fill them out and fax them to us.

TIP: We’ve expedited our process to save time and ensure compliance, by using standardized procedures that work via phone, e-mail, fax, FedEx and regular mail.

Engagement Agreement		Company Questionnaire

Note: You will need Acrobat Reader to open the files. Click here to download the free plug-in.