Items to include in your message:

• - The name of your company.
• - Are you the owner, HR or a plan administrator?
• - How many employees are there?  (estimated numbers are ok as well)
• - Do you already have a plan or is this your first plan.
• - If you already have an idea what you're looking for, please include it.  If you're not            sure either what you're looking for or what any of the options are, that's ok.  That's        why I am here.

If you wish for a phone call instead of an email.  Please include the best time to call and the best number to reach you at.

This process is meant to be seamless and painless for you.  That's why I am here.