ABC Co. would like to invite you at XYZ Inc. to submit a 401(k) proposal for our company. Our plan is in its third year, and we are looking to upgrade to a new plan with {a better vesting schedule/investment advice/automatic enrollment/loans/etc.}. We think that your company might have a structure that works better for our employees.
We currently staff {number} full-time and {number} part-time employees; currently, {number} are eligible and {number} are participating. We hope to raise that number to {number}. We are looking for a retirement provision plan that includes {requirements}.
Please see the overview attached for our specifications and further requirements. Also included is a questionnaire about your policies and company history.
If you have any questions, please contact {Name} at {contact info}. When your proposal is complete (no later than {date}), please send it to {location} addressed to {Name}.
Thank you for your consideration. We look forward to hearing from you.
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