Sheffler & Martin, Inc.

Experts@SMIpensions.com

6265 Greenwich Drive, Suite 200
San Diego, CA 92122
Tel: (858) 643-9211 Ext. 302
Fax: (858) 643-9395

Employment Opportunities

Sheffler & Martin, Inc. is a consulting and administration firm that provides expert technical services for qualified retirement plans. We are a professional, yet supportive group. We strive to meet our clients' needs and exceed their expectations with: Empathy, Technical Excellence, Responsiveness, Timeliness, Accessibility, Positive Attitudes, and Good Humor.

Although, we do not have any positions open at this time, we anticipate growth and we encourage qualified applicants to forward their resumes for review. Our private fax number is 858-581-6702 and our e-mail address is Experts@SMIpensions.com.

Electronic Proposal

For a one-time, NO COST proposal of a retirement plan design that will benefit your company, please complete the electronic form below or download the pdf version.

Business Name:
Email:
Address:

Phone number:

Fax number:

Business Form:

Corp

S Corp

Partner

LLC

LLP

Sole Proprietor

Date business started:

Fiscal year ends:

Number of Employees:

Was there a predecessor entity

Yes

If yes, when did it start?

Nature of income pattern: (i.e. steady, seasonal, varies, etc.)

Name of Principals Ownership % Position if employed in business

%

%

%

Related Business

Do the principals own or control other businesses?	Yes	No
Is this business affiliated with any other businesses?	Yes	No
Is this business a subsidiary of any other business?	Yes	No

For any "yes" answers, please provide information, including business relationship and ownership percentages.

Plan Design Considerations

Has this business ever had a qualified plan? If yes, please provide details.

Yes

What is the motivation for this plan? Please number preference 1 to 4, with 1 being primary motivation.

	Retirement savings for principals
	Employee benefit
	Remain competitive with similar employers
	Other:

Employee Information

Please complete the employee census request. If you have this information in another format, you do not need to complete this form. We simply need the data. For a Defined Benefit Plan illustration, please complete the SALARY HISTORY request.

*See note below

Name (Indicate if Family Member*)	Date of Birth	Date of Hire	Annual Salary	Part Time**	% owner	Officer
					%
					%
					%
					%
					%
					%

Note: *>Family Member means Spouse, Children or Parents of Owners
**>Part time means less than 1,000 hours per year

Salary History

For a Defined Benefit Pension Plan illustration, complete the following for principals for the prior three years.

Name	Year	Salary or Schedule C income
Principal
Principal
Principal
Principal
Principal
Principal

PDF of Proposal

Click Here to download the printable proposal

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