Micro(k)

Click here for more information in our PDF

Use our new form-fillable fact finder to quickly communicate your prospect to our Plan Design Team. Don't forget to save it first before emailing it to us at info@MicroK.biz. Alternatively, you can fax it to us at the number printed on the form. Although we strive to return the Design Study by the next business day, please allow 3 to 5 business days for a completed design study.

Document #: MK-11125 Ed. 10/04

Retirement Plan & Employee Benefits Fact Finder

New! Our new and improved fact finder helps you quickly convey the minimum information necessary for the pension plan and/or benefits division design teams to assist you with a case. Let us know: who is there; what they have now, and what the goals are. We will spring into action to help you design the best solution tailored to the needs conveyed. Don't forget to request information on group benefits that can work in concert with your recommendation and earn you extra compensation!

Document #: 0010297XX 01/2007

Security Mutual Life agents and those looking to affiliate with us can get complimentary design studies for any plan through the Home Office.
Click Here to view and correspond with our design team members,

If you are not a Security Mutual Life agent, then design studies may be provided by SAI on a Fee-for-Service Basis at the rate of $150 per hour. Each study will take at least one hour to perform and must be prepaid.
Click here to view and correspond with SAI's design team members.

Mail the Completed Fact Finder to SAI along with a check for $150 to:

   Plan Design Team
   Security Administrators, Inc.
   105 Court Street
   Binghamton, NY 13902-1625