Contact us
* required fields
First Name*:
Last Name*:
Email*:
Company*:
Best Phone # To Reach You*:
How Did You Hear About Us?*:
Approximate # of participants*:
Current Plan Assets? (Number)*:
Upload Plan Census*:
* You can generally generate the info we need from your employer payroll portal
If you want to use our Census template,
click here
Upload your 408(b) 2 Fee Disclosure*:
* Your current provider is required to provide this document every year. Search your email and, if not found, contact your provider. This document is necessary for rebel Financial to provide a full and comprehensive plan.