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Smith and Jones Company Proposal

New proposal for Smith and Jones Company from Peter Stephan at EGPS

Smith

Smith and Jones Company PROPOSAL DEMONSTRATED EXPERTISE SAMPLE PERSONALIZED SERVICE INNOVATIVE TECHNOLOGY www.webmerge.me SAMPLE www.webmerge.me EGPS LEADERSHIP BY DESIGN SAMPLE www.webmerge.me 4 | P a g e

Smith and Jones Company PROPOSAL PERSONALIZED SERVICES SAMPLE We offer a complete range of retirement plan expertise, including: Plan Design and Administration, Annual Compliance Testing, 5500 Preparation, Annual Plan Review and much, much more. www.webmerge.me Custom Plan Design SAMPLE Industry Leading Technology www.webmerge.me EGPS SAMPLE 98.5% Client Retention Rate Secure Client Portal & Virtual Vault www.webmerge.me 5 | P a g e

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