Get in Touch

Please email your completed 408(b)2 - Plan Level Fee Disclosure statement to [email protected]. You’ll need to contact your current provider to request this form. Once we receive this completed document, we will contact you within 3 to 5 business days to discuss your options.

Please note that we cannot schedule a call with you before we have received a completed 408(b)2 Plan Level Fee Disclosure.

To ensure the most accurate quote, please upload a complete company census that includes the following for each employee:

• First and Last Name
• Date of Birth
• Gender
• Home Zipcode
• Name and Date of Birth for Spouse and Each Dependant

If preferred, you can also email the company census to our Retirement Solutions team at [email protected]. Once we receive this document, an Evans National specialist will contact you within 3 to 5 business days to discuss your options.

Please note that we cannot schedule a call with you before we have received a complete company census.

To ensure the most accurate quote, please upload a complete census that includes the following for each employee:

• First and Last Name
• Date of Birth
• Gender
• Home Zipcode
• Name and Date of Birth for Spouse and Each Dependant