Advisors

Our 21st century approach to small business defined benefit plans is designed to support Wealth Managers, RIAs, CPAs, Financial Planners and Investment Advisors nationwide.

We Specialize in DB

We are 100% focused on defined benefit plans for small companies — consultants, professionals, businesses and individuals with self-employment income. Over the past decade our plan consultants have set up and serviced over 1700 of these plans. We have seen every situation and know exactly how to tailor what we do to meet your client's objectives. And, we keep clients out of trouble by making sure information is collected, contributions are calculated and forms are prepared to meet all IRS deadlines. It's all we do so we strive to be the best!

You Manage the Investments

We are investment neutral which means that you guide your clients to the best investments for funding the retirement plan. And you collect all asset fees and commissions. Dedicated DB is paid by the plan sponsor (business owners) for administration services each year. Our fee schedule is online.

Available When You Are

Simplification

  • We have an IRS-approved prototype plan document and 2-page Adoption Agreement

  • We provide the technical expertise, you identify the clients and manage the investments. See who qualifies.

Interactive Training

We offer webinars and online tools to give you the understanding, the resources and the confidence to sell DB plans even if you've never sold one before.

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Trusted by leading financial services companies such as, OppenheimerFunds, Transamerica, Raymond James and hundreds of independent financial advisors.