Please fill out the following form to get an estimate of the maximum amount you could contribute annually to a pension plan. Owner Age (18 – 100) Owner Income Owner Years of Service Spouse working for business Spouse Age (18 – 100) Spouse Income Spouse Years of Service 401(k) Only Cash Balance Only CB + 401(k) Plan Spouse 401(k) Only Spouse Cash Balance Only Spouse CB + 401(k) Plan) Download formal proposal request form