Add Auto-Restate!!

  • $250 per year
  • All regulatory amendments & restatements
  • CB4k Combo = Auto-Restate BOGO
  • Automatically at no added cost!

Engage Third Stone Plans

Paperless

Engage

  • Click Engage.
  • Complete the Engagement Form.
  • Input valid credit card digits.
  • Click Submit.
  • Await onboarding e-mail & proceed as instructed.

 

Paperfull

Talk to Espo

  • Click Talk to Espo.
  • Complete the required fields.
  • Request an Administrative Services Agreement in the “Talk to Espo” field.
  • Await onboarding e-mail.
  • Print, complete, date & sign the Agreement.
  • Make your check payable to Third Stone Plans.
  • Mail the Agreement & check to the address indicated.

§401(k)

Retainer
$1,000 includes Auto-Restate
$750 excludes Auto-Restate

Cash Balance

Retainer
$4,000 includes Auto-Restate
$3,750 excludes Auto-Restate

Cash Balance & §401(k) Combination

Retainer
$4,500 includes Auto-Restate
$4,250 excludes Auto-Restate

Engage – Third Stone Plans Engage – Third Stone Plans

Engage – Third Stone Plans