PROSPECT LIST REQUESTEMPLOYER PLAN CONSULTINGemployerplans@osaic.com

PROSPECT LIST REQUEST

EMPLOYER PLAN CONSULTING

employerplans@osaic.com

Your Info

First and Last Name*

Wealth Management Firm Affiliation*

Select

Email*

Prospect List Request

Zip Code*

Radius*

(Within how many miles of zip code above)

# of Participants (Example 5-100)*

Plan Assets (Example $250k - 10M)*

Plan Rating range*

(Scale is 0-100. We recommend looking at plans with a score of less than 65)

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