{"id":782,"date":"2025-01-21T22:05:54","date_gmt":"2025-01-21T22:05:54","guid":{"rendered":"https:\/\/secure.eplanservices401k.com\/blog\/?post_type=article&#038;p=443"},"modified":"2025-11-19T18:36:11","modified_gmt":"2025-11-19T18:36:11","slug":"rhode-island-passes-savings-plan-mandate-what-does-that-mean-for-yourclients","status":"publish","type":"article","link":"https:\/\/secure.eplanservices401k.com\/marketing\/article\/rhode-island-passes-savings-plan-mandate-what-does-that-mean-for-yourclients\/","title":{"rendered":"Rhode Island Passes Savings Plan Mandate: What Does That Mean for Your Clients?"},"content":{"rendered":"\n<p>On June 26, 2024, Rhode Island passed the Rhode Island Secure Choice Retirement Savings Program Act, a law that aims to provide retirement coverage for workers who did not previously have access to a retirement savings account.<\/p>\n\n\n\n<p>While this legislation is a great opportunity for Rhode Island workers to save for their futures, the state\u2019s Roth IRA program is not the only option your business-owning clients have. They could also choose a qualifying alternative, like an ePlan Services 401(k) retirement plan. Want to learn how you can help them choose wisely? Allow us to be of assistance.<\/p>\n\n\n\n<h2 class=\"wp-block-heading has-text-align-center\">Key takeaways<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Rhode Island has mandated business owners to offer their workers a retirement savings option. Your deadline is <strong>December 12, 2025<\/strong>.<\/li>\n\n\n\n<li>Business owners with five or more employees will need to choose the state-administered Roth IRA or provide a qualifying retirement savings plan alternative like an ePlan Services 401(k).<\/li>\n\n\n\n<li>You can earn your clients\u2019 trust and boost your business by showing them what they can gain from an ePlan Services retirement plan.<\/li>\n<\/ul>\n\n\n\n<div style=\"height:10px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n\n<div class=\"cards-background-white \">\n\n    <div class=\"container\">\n\n        \n        \n        \n        \n        \n                <!-- 1 Card -->\n        <div class=\"cards cards-1\">\n                            <div class=\"card icon white\"><div class=\"card__heading\"><figure class=\"content__figure\"><img decoding=\"async\" src=\"https:\/\/secure.eplanservices401k.com\/marketing\/wp-content\/uploads\/sites\/23\/2025\/09\/illustration-coins.svg\" alt=\"Need to act fast?\" \/><\/figure><\/div><div class=\"card__details\"><h2 class=\"card__title\">Need to act fast?<\/h2><p class=\"card__description\">ePlan Services can establish a 401(k) for your client in 24 hours.<\/p><\/div><div class=\"card__btn\"><button type=\"button\" class=\"btn btn-primary-d\" data-bs-toggle=\"modal\" data-bs-target=\"#salesModal\">Start today<\/button><\/div><\/div>                    <\/div>\n        \n        \n        \n        \n\n            <\/div>\n<\/div>\n\n<script>\nfunction copyToClipboard(button) {\n    const url = button.getAttribute('data-copy');\n    \n    \/\/ Use Clipboard API if available, otherwise fallback to textarea method\n    if (navigator.clipboard && navigator.clipboard.writeText) {\n        navigator.clipboard.writeText(url).then(() => {\n            showCopyFeedback(button);\n        }).catch(err => {\n            console.error('Failed to copy:', err);\n            fallbackCopy(url, button);\n        });\n    } else {\n        fallbackCopy(url, button);\n    }\n}\n\nfunction fallbackCopy(text, button) {\n    const textarea = document.createElement('textarea');\n    textarea.value = text;\n    document.body.appendChild(textarea);\n    textarea.select();\n    try {\n        document.execCommand('copy');\n        showCopyFeedback(button);\n    } catch (err) {\n        console.error('Fallback copy failed:', err);\n    }\n    document.body.removeChild(textarea);\n}\n\nfunction showCopyFeedback(button) {\n    const originalText = button.textContent;\n    button.textContent = 'Link Copied!';\n    setTimeout(() => {\n        button.textContent = originalText;\n    }, 1000);\n}\n<\/script>\n\n\n\n\n<h2 class=\"wp-block-heading\">What is the Rhode Island Secure Choice Retirement Savings Program?<\/h2>\n\n\n\n<p>The Rhode Island government passed the Rhode Island Secure Choice Retirement Savings Program Act, a bill that provides a retirement savings option to the&nbsp;<a href=\"https:\/\/www.sanders.senate.gov\/wp-content\/uploads\/Secure-Retirement-for-All-Report-02.28.2024.pdf\">172,000 Rhode Islanders who currently do not have access to a retirement plan. According to a Secure Retirement for All report, workers are 15 times more likely to save for retirement if they can participate in a workplace plan<\/a>. This bill states that employers with five or more employees must provide their employees with a retirement savings solution. The mandate is scheduled to become effective within 36 months of the enrollment period\u2019s start.<\/p>\n\n\n\n<p>Deadlines for enrollment in the Rhode Island Secure Choice program have not yet been determined. But it\u2019s best for your clients not to wait until the last minute to enroll in a qualifying plan. Once a deadline for enrollment is determined, failure to comply with this legislation can result in a $250 fine per employee.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Why is an ePlan Services 401(k) retirement plan a wise choice?<\/h2>\n\n\n\n<p>Do you want to provide your clients with a retirement plan option that helps both their businesses and yours? A state-sponsored Roth IRA may seem like a quick fix, but it lacks the advantages that come along with enrolling in a 401(k) plan. An ePlan Services 401(k) retirement plan caters more to the needs of your client, has higher contribution limits, and offers beneficial tax credits for starting a new plan, adding an employer-matching contribution, and an auto-enrollment option.<br><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">How can you show your clients the ePlan Services difference?<\/h2>\n\n\n\n<p>Speaking of tax credits, you can show your clients what they stand to save with our\u00a0<a href=\"https:\/\/secure.eplanservices401k.com\/tax-credit-estimator\/\">easy-to-use tax estimator<\/a>. There\u2019s no need to crawl through complex government documentation: simply input their business information and press calculate. It\u2019s a powerful tool that may help you close more deals and expand your book of business.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Conclusion<\/h2>\n\n\n\n<p>Rhode Island just passed their mandatory retirement savings program legislation which means your clients need to be ready to comply with the state\u2019s requirements or face the consequences. Instead of letting your clients settle for the bare minimum, lead them to a plan that works for them, their employees, and your book of business. Are you ready to learn more about how working with ePlan Services can help you and your clients? Contact our seasoned sales team today. We\u2019ll be glad to help!<\/p>\n\n\n\n<!-- Modal -->\n<div class=\"modal fade\" id=\"salesModal\" tabindex=\"-1\" aria-labelledby=\"exampleModalLabel\"\n    aria-hidden=\"true\">\n    <div class=\"modal-dialog \">\n        <div class=\"modal-content\">\n            <div class=\"modal-header\">\n                <h2>Contact our sales team<\/h2>\n                <button type=\"button\" class=\"btn-close\" data-bs-dismiss=\"modal\" aria-label=\"Close\"><\/button>\n            <\/div>\n            <div class=\"modal-body\">\n                <div class=\"modal-form\">\n                    <div class=\"modal-form__left\">\n                        <script type=\"text\/javascript\">\n\/* <![CDATA[ *\/\nvar 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   <h2 class=\"gform_title\">Contact Our Sales Team<\/h2>\n                            <p class='gform_description'><\/p>\n\t\t\t\t\t\t\t<p class='gform_required_legend'>&quot;<span class=\"gfield_required gfield_required_asterisk\">*<\/span>&quot; indicates required fields<\/p>\n                        <\/div><form method='post' enctype='multipart\/form-data' target='gform_ajax_frame_1' id='gform_1'  action='\/marketing\/wp-json\/wp\/v2\/article\/782#gf_1' data-formid='1' novalidate>\n                        <div class='gform-body gform_body'><div id='gform_fields_1' class='gform_fields top_label form_sublabel_below description_below validation_below'><div id=\"field_1_1\" class=\"gfield gfield--type-text gfield--input-type-text gfield--width-full gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible\"  ><label class='gfield_label gform-field-label' for='input_1_1'>First Name<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_asterisk\">*<\/span><\/span><\/label><div class='ginput_container ginput_container_text'><input name='input_1' id='input_1_1' type='text' value='' class='large'     aria-required=\"true\" aria-invalid=\"false\"   \/><\/div><\/div><div id=\"field_1_3\" class=\"gfield gfield--type-text gfield--input-type-text gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible\"  ><label class='gfield_label gform-field-label' for='input_1_3'>Last Name<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_asterisk\">*<\/span><\/span><\/label><div class='ginput_container ginput_container_text'><input name='input_3' id='input_1_3' type='text' value='' class='large'     aria-required=\"true\" aria-invalid=\"false\"   \/><\/div><\/div><div id=\"field_1_6\" class=\"gfield gfield--type-text gfield--input-type-text gfield--width-full gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible\"  ><label class='gfield_label gform-field-label' for='input_1_6'>Phone Number<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_asterisk\">*<\/span><\/span><\/label><div class='ginput_container ginput_container_text'><input name='input_6' id='input_1_6' type='text' value='' class='large'    placeholder='(000) - 000-0000' aria-required=\"true\" aria-invalid=\"false\"   \/><\/div><\/div><div id=\"field_1_5\" class=\"gfield gfield--type-email gfield--input-type-email gfield--width-full gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible\"  ><label class='gfield_label gform-field-label' for='input_1_5'>Email<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_asterisk\">*<\/span><\/span><\/label><div class='ginput_container ginput_container_email'>\n                            <input name='input_5' id='input_1_5' type='email' value='' class='large'    aria-required=\"true\" aria-invalid=\"false\"  \/>\n                        <\/div><\/div><div id=\"field_1_7\" class=\"gfield gfield--type-text gfield--input-type-text gfield--width-half gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible\"  ><label class='gfield_label gform-field-label' for='input_1_7'>Company<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_asterisk\">*<\/span><\/span><\/label><div class='ginput_container ginput_container_text'><input name='input_7' id='input_1_7' type='text' value='' class='large'     aria-required=\"true\" aria-invalid=\"false\"   \/><\/div><\/div><div id=\"field_1_13\" class=\"gfield gfield--type-number gfield--input-type-number gfield--width-half field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible\"  ><label class='gfield_label gform-field-label' for='input_1_13'>Number of Employees<\/label><div class='ginput_container ginput_container_number'><input name='input_13' id='input_1_13' type='number' step='any' min='0' max='100000' value='' class='large'      aria-invalid=\"false\" aria-describedby=\"gfield_instruction_1_13\" \/><div class='gfield_description instruction ' id='gfield_instruction_1_13'>Please enter a number from <strong>0<\/strong> to <strong>100000<\/strong>.<\/div><\/div><\/div><fieldset id=\"field_1_15\" class=\"gfield gfield--type-radio gfield--type-choice gfield--input-type-radio gfield--width-full field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible\"  ><legend class='gfield_label gform-field-label' >Do you have a company retirement plan?<\/legend><div class='ginput_container ginput_container_radio'><div class='gfield_radio' id='input_1_15'>\n\t\t\t<div class='gchoice gchoice_1_15_0'>\n\t\t\t\t\t<input class='gfield-choice-input' name='input_15' type='radio' value='Yes'  id='choice_1_15_0' onchange='gformToggleRadioOther( this )'    \/>\n\t\t\t\t\t<label for='choice_1_15_0' id='label_1_15_0' class='gform-field-label gform-field-label--type-inline'>Yes<\/label>\n\t\t\t<\/div>\n\t\t\t<div class='gchoice gchoice_1_15_1'>\n\t\t\t\t\t<input class='gfield-choice-input' name='input_15' type='radio' value='No'  id='choice_1_15_1' onchange='gformToggleRadioOther( this )'    \/>\n\t\t\t\t\t<label for='choice_1_15_1' id='label_1_15_1' class='gform-field-label gform-field-label--type-inline'>No<\/label>\n\t\t\t<\/div><\/div><\/div><\/fieldset><div id=\"field_1_16\" class=\"gfield gfield--type-number gfield--input-type-number gfield--width-full field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible\"  ><label class='gfield_label gform-field-label' for='input_1_16'>What is the estimated total in Plan Assets?<\/label><div class='ginput_container ginput_container_number'><input name='input_16' id='input_1_16' type='text' step='any'   value='' class='large'      aria-invalid=\"false\"  \/><\/div><\/div><fieldset id=\"field_1_17\" class=\"gfield gfield--type-radio gfield--type-choice gfield--input-type-radio gfield--width-full field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible\"  ><legend class='gfield_label gform-field-label' >Is a financial professional assisting you with your company retirement plan?<\/legend><div class='ginput_container ginput_container_radio'><div class='gfield_radio' id='input_1_17'>\n\t\t\t<div class='gchoice gchoice_1_17_0'>\n\t\t\t\t\t<input class='gfield-choice-input' name='input_17' type='radio' value='Yes'  id='choice_1_17_0' onchange='gformToggleRadioOther( this )'    \/>\n\t\t\t\t\t<label for='choice_1_17_0' id='label_1_17_0' class='gform-field-label gform-field-label--type-inline'>Yes<\/label>\n\t\t\t<\/div>\n\t\t\t<div class='gchoice gchoice_1_17_1'>\n\t\t\t\t\t<input class='gfield-choice-input' name='input_17' type='radio' value='No'  id='choice_1_17_1' onchange='gformToggleRadioOther( this )'    \/>\n\t\t\t\t\t<label for='choice_1_17_1' id='label_1_17_1' class='gform-field-label gform-field-label--type-inline'>No<\/label>\n\t\t\t<\/div><\/div><\/div><\/fieldset><div id=\"field_1_18\" class=\"gfield gfield--type-select gfield--input-type-select gfield--width-full select-discuss gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible\"  ><label class='gfield_label gform-field-label' for='input_1_18'>What do you want to discuss?<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_asterisk\">*<\/span><\/span><\/label><div class='ginput_container ginput_container_select'><select name='input_18' id='input_1_18' class='large gfield_select'    aria-required=\"true\" aria-invalid=\"false\" ><option value='Select an option' >Select an option<\/option><option value='Get a free quote' >Get a free quote<\/option><option value='See a demo on the platform' >See a demo on the platform<\/option><option value='Talk to Sales' >Talk to Sales<\/option><option value='Other' >Other<\/option><\/select><\/div><\/div><div id=\"field_1_19\" class=\"gfield gfield--type-textarea gfield--input-type-textarea gfield--width-full textarea-more field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible\"  ><label class='gfield_label gform-field-label' for='input_1_19'>Please tell us more<\/label><div class='ginput_container ginput_container_textarea'><textarea name='input_19' id='input_1_19' class='textarea large'   maxlength='1000'   aria-invalid=\"false\"   rows='10' cols='50'><\/textarea><\/div><\/div><div id=\"field_1_21\" class=\"gfield gfield--type-hidden gfield--input-type-hidden gfield--width-full gform_hidden field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible\"  ><div class='ginput_container ginput_container_text'><input name='input_21' id='input_1_21' type='hidden' class='gform_hidden'  aria-invalid=\"false\" value='https:\/\/secure.eplanservices401k.com\/marketing\/wp-json\/wp\/v2\/article\/782' \/><\/div><\/div><div id=\"field_1_23\" class=\"gfield gfield--type-text gfield--input-type-text gfield--width-full input-payroll-vendor field_sublabel_below gfield--has-description field_description_below field_validation_below gfield_visibility_visible\"  ><label class='gfield_label gform-field-label' for='input_1_23'>Payroll Vendor<\/label><div class='ginput_container ginput_container_text'><input name='input_23' id='input_1_23' type='text' value='' class='large'  aria-describedby=\"gfield_description_1_23\"    aria-invalid=\"false\"   \/><\/div><div class='gfield_description' id='gfield_description_1_23'>This field is hidden. 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value='1' \/>\n            <input type='hidden' name='gform_field_values' value='' \/>\n            \n        <\/div>\n                        <p style=\"display: none !important;\" class=\"akismet-fields-container\" data-prefix=\"ak_\"><label>&#916;<textarea name=\"ak_hp_textarea\" cols=\"45\" rows=\"8\" maxlength=\"100\"><\/textarea><\/label><input type=\"hidden\" id=\"ak_js_1\" name=\"ak_js\" value=\"99\"\/><script>document.getElementById( \"ak_js_1\" ).setAttribute( \"value\", ( new Date() ).getTime() );<\/script><\/p><\/form>\n                        <\/div>\n\t\t                <iframe style='display:none;width:0px;height:0px;' src='about:blank' name='gform_ajax_frame_1' id='gform_ajax_frame_1' title='This iframe contains the logic required to handle Ajax powered Gravity Forms.'><\/iframe>\n\t\t                <script type=\"text\/javascript\">\n\/* <![CDATA[ *\/\n gform.initializeOnLoaded( function() {gformInitSpinner( 1, 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{jQuery('#gform_wrapper_1').removeClass('gform_validation_error');}setTimeout( function() { \/* delay the scroll by 50 milliseconds to fix a bug in chrome *\/ jQuery(document).scrollTop(jQuery('#gform_wrapper_1').offset().top - mt); }, 50 );if(window['gformInitDatepicker']) {gformInitDatepicker();}if(window['gformInitPriceFields']) {gformInitPriceFields();}var current_page = jQuery('#gform_source_page_number_1').val();gformInitSpinner( 1, 'https:\/\/secure.eplanservices401k.com\/marketing\/wp-content\/plugins\/gravityforms\/images\/spinner.svg', false );jQuery(document).trigger('gform_page_loaded', [1, current_page]);window['gf_submitting_1'] = false;}else if(!is_redirect){var confirmation_content = jQuery(this).contents().find('.GF_AJAX_POSTBACK').html();if(!confirmation_content){confirmation_content = contents;}jQuery('#gform_wrapper_1').replaceWith(confirmation_content);jQuery(document).scrollTop(jQuery('#gf_1').offset().top - mt);jQuery(document).trigger('gform_confirmation_loaded', [1]);window['gf_submitting_1'] = false;wp.a11y.speak(jQuery('#gform_confirmation_message_1').text());}else{jQuery('#gform_1').append(contents);if(window['gformRedirect']) {gformRedirect();}}jQuery(document).trigger(\"gform_pre_post_render\", [{ formId: \"1\", currentPage: \"current_page\", abort: function() { this.preventDefault(); } }]);        if (event && event.defaultPrevented) {                return;        }        const gformWrapperDiv = document.getElementById( \"gform_wrapper_1\" );        if ( gformWrapperDiv ) {            const visibilitySpan = document.createElement( \"span\" );            visibilitySpan.id = \"gform_visibility_test_1\";            gformWrapperDiv.insertAdjacentElement( \"afterend\", visibilitySpan );        }        const visibilityTestDiv = document.getElementById( \"gform_visibility_test_1\" );        let postRenderFired = false;        function triggerPostRender() {            if ( 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src=\"\/marketing2025\/wp-content\/themes\/marketing2025\/img\/icon-mail.svg\" alt=\"\" \/><\/figure><a href=\"mailto:sales@eplanservices.com\"> sales@eplanservices.com <\/a><figure class=\"content__figure\"><img decoding=\"async\" src=\"\/marketing2025\/wp-content\/themes\/marketing2025\/img\/icon-phone.svg\" alt=\"\" \/><\/figure><a href=\"tel:8555884775\">855-588-4775<\/a><\/div>\r\n                    <\/div>\n    <\/div>\n<\/div>\n\n\n<!-- Modal -->\n<div class=\"modal fade\" id=\"partnerModal\" tabindex=\"-1\" aria-labelledby=\"exampleModalLabel\"\n    aria-hidden=\"true\">\n    <div class=\"modal-dialog modal-lg\">\n        <div class=\"modal-content\">\n            <div class=\"modal-header\">\n                <h2>Partner registration<\/h2>\n                <button type=\"button\" class=\"btn-close\" data-bs-dismiss=\"modal\" aria-label=\"Close\"><\/button>\n            <\/div>\n            <div class=\"modal-body\">\n                <div class=\"modal-form\">\n                 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79.863-35.498 111.248l154.125 154.125c12.496 12.496 12.496 32.758 0 45.254s-32.758 12.496-45.254 0L367.248 412.502C335.862 434.854 297.467 448 256 448c-106.039 0-192-85.962-192-192z' fill='rgba(17, 35, 55, 0.65)'\/%3E%3C\/svg%3E\");--gf-label-space-y-secondary: var(--gf-label-space-y-md-secondary);--gf-ctrl-border-color: #686e77;--gf-ctrl-size: var(--gf-ctrl-size-md);--gf-ctrl-label-color-primary: #112337;--gf-ctrl-label-color-secondary: #112337;--gf-ctrl-choice-size: var(--gf-ctrl-choice-size-md);--gf-ctrl-checkbox-check-size: var(--gf-ctrl-checkbox-check-size-md);--gf-ctrl-radio-check-size: var(--gf-ctrl-radio-check-size-md);--gf-ctrl-btn-font-size: var(--gf-ctrl-btn-font-size-md);--gf-ctrl-btn-padding-x: var(--gf-ctrl-btn-padding-x-md);--gf-ctrl-btn-size: var(--gf-ctrl-btn-size-md);--gf-ctrl-btn-border-color-secondary: #686e77;--gf-ctrl-file-btn-bg-color-hover: #EBEBEB;--gf-field-img-choice-size: var(--gf-field-img-choice-size-md);--gf-field-img-choice-card-space: var(--gf-field-img-choice-card-space-md);--gf-field-img-choice-check-ind-size: var(--gf-field-img-choice-check-ind-size-md);--gf-field-img-choice-check-ind-icon-size: var(--gf-field-img-choice-check-ind-icon-size-md);--gf-field-pg-steps-number-color: rgba(17, 35, 55, 0.8);}<\/style><div id='gf_2' class='gform_anchor' tabindex='-1'><\/div>\n                        <div class='gform_heading'>\n                            <h2 class=\"gform_title\">Partner Registration<\/h2>\n                            <p class='gform_description'><\/p>\n\t\t\t\t\t\t\t<p class='gform_required_legend'>&quot;<span class=\"gfield_required gfield_required_asterisk\">*<\/span>&quot; indicates required fields<\/p>\n                        <\/div><form method='post' enctype='multipart\/form-data' target='gform_ajax_frame_2' id='gform_2'  action='\/marketing\/wp-json\/wp\/v2\/article\/782#gf_2' data-formid='2' novalidate>\n                        <div class='gform-body gform_body'><div id='gform_fields_2' class='gform_fields top_label form_sublabel_below description_below validation_below'><div id=\"field_2_14\" class=\"gfield gfield--type-html gfield--input-type-html gfield--width-full gfield_html gfield_html_formatted gfield_no_follows_desc field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible\"  >\n<p class=\"p-0 m-0\">Provide the information below and we\u2019ll be in touch soon to begin the registration process. We look forward to working with you!<\/p><\/div><div id=\"field_2_1\" class=\"gfield gfield--type-text gfield--input-type-text gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible\"  ><label class='gfield_label gform-field-label' for='input_2_1'>First Name<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_asterisk\">*<\/span><\/span><\/label><div class='ginput_container ginput_container_text'><input name='input_1' id='input_2_1' type='text' value='' class='large'     aria-required=\"true\" aria-invalid=\"false\"   \/><\/div><\/div><div id=\"field_2_3\" class=\"gfield gfield--type-text gfield--input-type-text gfield--width-full gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible\"  ><label class='gfield_label gform-field-label' for='input_2_3'>Last Name<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_asterisk\">*<\/span><\/span><\/label><div class='ginput_container ginput_container_text'><input name='input_3' id='input_2_3' type='text' value='' class='large'     aria-required=\"true\" aria-invalid=\"false\"   \/><\/div><\/div><div id=\"field_2_4\" class=\"gfield gfield--type-email gfield--input-type-email gfield--width-full gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible\"  ><label class='gfield_label gform-field-label' for='input_2_4'>Business Email Address<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_asterisk\">*<\/span><\/span><\/label><div class='ginput_container ginput_container_email'>\n                            <input name='input_4' id='input_2_4' type='email' value='' class='large'    aria-required=\"true\" aria-invalid=\"false\"  \/>\n                        <\/div><\/div><div id=\"field_2_19\" class=\"gfield gfield--type-text gfield--input-type-text gfield--width-full field_sublabel_below gfield--has-description field_description_below field_validation_below gfield_visibility_visible\"  ><label class='gfield_label gform-field-label' for='input_2_19'>CRD (Central Registration Depository) Number<\/label><div class='ginput_container ginput_container_text'><input name='input_19' id='input_2_19' type='text' value='' class='large'  aria-describedby=\"gfield_description_2_19\"    aria-invalid=\"false\"   \/><\/div><div class='gfield_description' id='gfield_description_2_19'><a href=\"https:\/\/brokercheck.finra.org\/\" target=\"_blank\">Find your CRD number<span class=\"visually-hidden\">opens in a new tab<\/span><\/a><\/div><\/div><div id=\"field_2_11\" class=\"gfield gfield--type-text gfield--input-type-text gfield--width-full gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible\"  ><label class='gfield_label gform-field-label' for='input_2_11'>Phone Number<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_asterisk\">*<\/span><\/span><\/label><div class='ginput_container ginput_container_text'><input name='input_11' id='input_2_11' type='text' value='' class='large'    placeholder='(000) - 000-0000' aria-required=\"true\" aria-invalid=\"false\"   \/><\/div><\/div><div id=\"field_2_6\" class=\"gfield gfield--type-select gfield--input-type-select gfield--width-full gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible\"  ><label class='gfield_label gform-field-label' for='input_2_6'>What type of partnership are you interested in?<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_asterisk\">*<\/span><\/span><\/label><div class='ginput_container ginput_container_select'><select name='input_6' id='input_2_6' class='large gfield_select'    aria-required=\"true\" aria-invalid=\"false\" ><option value='' selected='selected'>Select a partnership type<\/option><option value='I am an Advisor' >I am an Advisor<\/option><option value='I represent a Financial Institution' >I represent a Financial Institution<\/option><option value='I am a Third Party Advisor' >I am a Third Party Advisor<\/option><\/select><\/div><\/div><div id=\"field_2_15\" class=\"gfield gfield--type-html gfield--input-type-html gfield--width-full gfield_html gfield_html_formatted gfield_no_follows_desc field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible\"  >What advisory firm are you associated with?<\/div><div id=\"field_2_17\" class=\"gfield gfield--type-html gfield--input-type-html gfield--width-full gfield_html gfield_html_formatted gfield_no_follows_desc field_sublabel_below gfield--no-description field_description_below field_validation_below 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