In preparing to meet with Jacobs and Lofgren, you should pull together a Request for Proposal (Form 3202) and Retirement Plan Fact Finder (Form 3767). Click all of the items below that are valid reasons for wanting these two forms.

1. A completed Request for Proposal form is required when requesting a proposal from Retirement Plan Services.
2. The Request for Proposal provides Retirement Plan Services with information needed to determine if Ohio National can accommodate the requested plan design.

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