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Dedicated to Your Success

Our mission is simple: to help high income clients keep more of their earnings each year by offering the best, most tax-efficient retirement programs approved by the IRS.

In 2001, with the passage of the Economic Growth Tax Relief Reconciliation Act (EGTRRA), we were the first to recognize the opportunity to create a defined benefit plan tailored to the needs of high income small business owners.  Within a couple of years, we had developed streamlined private-label programs for a number of large financial institutions to offer to business owners, including Hartford, Legg-Mason, UBS, Pioneer Funds, OppenheimerFunds, and AXA, among others.  And, as the industry evolved, we were approached to offer plans through many independent broker-dealers and Registered Investment Advisors (RIAs) and even directly, to CPAs and business owners themselves.

Over the past fifteen years, as regulation changed, as the economy has risen and fallen and risen again, our company has continued to grow and to provide defined benefit, cash balance, and one person 401(k) plans to thousands of high income professionals, small business owners and individuals with self-employment income.

Based in San Francisco and Glendale, California, Dedicated Defined Benefit Services is the leading national third-party administrator of defined benefit plans for 1-10 employee companies. We provide a unique integrated solution to support Financial Advisors and their clients nationwide with training, online marketing materials, “concierge” sales support and deep defined benefit expertise and experience for plan administration.

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Karen Shapiro

Chief Executive Officer

I’m so proud of our company – how much we’ve grown and how our team — which is so diverse — works together to meet the goals of our clients. And by clients I mean financial advisors and CPAs as well as business owners

Executive Bio
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Richard Collins

President

Working with talented people who help drive strong results year after year is very rewarding.

Executive Bio

Our Team

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Raymond Lee

Director of Sales

I take pride that Dedicated DB is the number one go-to firm for most major financial institutions when it comes to small defined benefit and cash balance plan solutions.

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Philip Pirio

Senior Plan Design Consultant

I like helping people hold on to more of what they earn and plan for the day when they either cannot or no longer wish to work.

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Martin Aza

Senior Plan Design Consultant

I love the variety of people and business situations with which I get to interact and ultimately help to create a beneficial tax deferred retirement plan.

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Suzanna Sinapyan

Internal Sales

What I like best as an employee of Dedicated DB is working with a talented and wonderful group of individuals who have the same common goal: maintain high values and excellent customer service.

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Martin Esser

Cash Balance Manager

I love helping clients solve complicated problems.  I also like explaining how their plans work to them.  They usually say, “No one ever told me that before!”

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Regina Odio

Cash Balance Consultant

I love that ideas are heard and appreciated. I love that I am able to assist in creating systems to grow the company and facilitate the necessary work.

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Ronald Plafkin

Director of Administration

I love the opportunity to make things happen! To create processes and develop people, which in turn allows us to provide top level service to clients and allow them achieve their financial goals.

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Marlene Panek

Project Manager/Senior Advisory Consultant

I completely enjoy helping clients understand their retirement plan from inception and helping them save money for retirement.

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Jodi Gunski

Client Services Consultant

I love building a long term relationship with clients and helping them achieve their goals of retirement.

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Scott McKee

Client Services Consultant

One of the best things about working at Dedicated DB is the opportunity to communicate with our clients and the streamlined efficiency of company operations.

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April West

Client Services Consultant

One of the best things about working here is having the ability to work with people that have the same goals and values; which is to serve with excellence, integrity and intelligence to help our clients reach their retirement needs.

Dwayne Bulat

Client Services Consultant

I work with an awesome team and am surrounded by people with a vast amount of knowledge. Although we are all working on different clients/projects, we are one big team aimed at providing top-notch customer service.

Jodi Boehm

Client Services Consultant

I appreciate my managers. They are very supportive and open to feedback.

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Andrea Goodman

Compliance Manager

I enjoy working with our sales team and consultants on technical issues. I enjoy the more challenging complex components of defined benefit plan topics.

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Operations Team

Dedicated DB

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Marketing Team

Dedicated DB

Glenna Schwartz

Client Services Consultant

I enjoy being able to help my clients fulfill their financial needs.

Press Release December 12 2016

Dedicated DB Offers a Unique Way to Open Qualified Retirement Plans Through Year’s End

Quick Adoption process allows procrastinators to get big tax breaks when opened by Dec. 31

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Press Release September 30 2016

Profitable Small Businesses Hold onto More Earnings with New Tax Strategy From Dedicated DB

Dedicated Defined Benefit Services to offer a cash balance plan that benefits owners and employees as more small businesses prosper

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Press Release October 15 2014

High-Income Self-Employed Earners Can Avoid Huge 2014 Tax Bills

Defined Benefit (DB) Retirement Plans Offer Big Tax Breaks When Opened Before the End of the Year

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Press Release November 6 2013

FREE Webinar for CPAs Explains Advantages of Micro Defined Benefit Plans as 2013 Tax Strategy for High-Income Self-Employed Clients

Join nationally recognized expert Marcia Wagner, prominent ERISA Attorney and Benefits expert for an informative webinar on Friday, November 15 at 1:00 PM EST

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Press Release October 7 2013

Dedicated Defined Benefit Services Provides Small Business Retirement Programs for Transamerica

Dedicated Defined Benefit Services Provides Small Business Retirement Programs for Transamerica

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Press Release December 28 2010

Year-end Deadline Looms for Small Business Retirement Plans

Last-minute Quick Adoption Process Helps Procrastinators Beat Deadline

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Press Release December 15 2010

National Survey of Small Business Owners Reveals Popularity of Defined Benefit Plans for Retirement

National Survey of Small Business Owners Reveals Popularity of Defined Benefit Plans for Retirement Defined Benefits Plans Help Stay on Track for Retirement Despite the Recession: Special Quick Adoption Process Can Help Beat Year-end Deadline San Francisco, Calif. (December 15, 2010) — A new, nationwide survey of small business owners and upper-middle income professionals who […]

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