Forms

Plan Proposals
To obtain plan proposals, please complete the following forms then forward them to our office:

Takeover of Existing Retirement Plan
If you currently have an existing retirement plan, the following documents will assist us to takeover administration of your plan:
T (510) 748-6420 | F (510) 748-6414
1320 Harbor Bay Parkway, Suite 210 | Alameda, CA 94502

Copyright © 2024 Flynn, Shojinaga & Associates, Inc.
All Rights Reserved.