Advisors

Dedicated DB supports Financial Advisors and CPAs in the sale and servicing of Defined Benefit (DB) and Cash Balance retirement plans.

We are investment neutral so you can use any funds, bonds, equities, annuities, or other marketable securities that you and your clients select.

Sign up for our weekly Webinar: Intro to Defined Benefit Plans Jump to our Sales and Marketing Resources

We Specialize in Defined Benefit and Cash Balance Plans

Our mutual clients are high income self-employed individuals or small business owners who want strategies to reduce their current tax liabilities. They appreciate advisors who introduce them to these plans and they’re willing to invest significant sums today to increase their retirement wealth.

onePersonPlus

OnePersonPlus is a traditional defined benefit plan best suited for owner-only and family businesses. Clients contribute $100,000+ on average for you to invest each year.

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ownerPlus

OwnersPlus Retirement Program combines a cash balance defined benefit plan with a safe harbor 401(k)/profit sharing plan. The program allows business owners with a few employees to make large deductible contributions for themselves, up to $200,000 or more while controlling the total cost of employee retirement benefits.

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onePersonK

With lower contribution limits than defined benefit plans, this plan is a good option for owner-only or family companies that need the flexibility of making optional contributions each year.
Business Owners can make high annual contributions and in certain situations, combine this plan with a OnePerson(k) to increase contributions and flexibility.

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How We Work with You

Advisors who work with us move smoothly through a proven sales process that delivers results for them and their clients.

PRE-SALE

  • Understand the DB Opportunity
  • Profile Prospects
  • Run a Quick Estimate and Illustration Online

SALES SUPPORT

  • Refine Proposal to Match Client’s Objectives
  • Get Sales Ideas from DB Sales Consultant
  • Present Custom Proposal to the Client and CPA
  • Complete PLAN Questionnaire with Input from Client & CPA

POST-SALE

  • DB Plan Design and Installation
  • Open and Fund the Investment Account
  • Annual Contribution, Calculation, Reporting and Review

Why Advisors Offer Our Defined Benefit and Cash Balance Plans

  • Here’s What Advisors Say:

    “I would highly recommend you for your dedication to excellent personalized service.”

    CPA, Marietta, GA

  • Here’s What Advisors Say:

    “DB reps are highly responsive and know what they are doing.”

    CPA, Gahanna, OH

  • Here’s What Advisors Say:

    “I would recommend using Dedicated DB because of their responsiveness and competitive cost”

    Certified Financial Planner, RIA, New York, NY

  • Here’s What Advisors Say:

    “Very good at micro plans for clients looking to maximize contributions.”

    Certified Financial Planner and Wealth Manager, Las Vegas, NV

  • Here’s What Advisors Say:

    “Good service with ongoing reminders & follow up to the client to make sure they get the information needed passed to TPA”

    Financial Advisor – Edward Jones, Tulsa, OK

  • Here’s What Advisors Say:

    “They were with me every step of the way.”

    Financial Advisor – SunTrust, Atlanta, GA

Dedicated Defined Benefit Services is completely focused on helping Financial Advisors and CPAs penetrate the highly desirable retirement market with a unique asset-gathering approach and product model. Our innovative turnkey OnePersonPlus and OwnersPlus defined benefit programs integrate marketing resources, sales support, and attentive service delivery.

Advisors appreciate:
  • A large, steady stream of investment dollars to invest each year of the plan. The average plan term is 8+ years.
  • A powerful tax strategy that deepens client relationships
  • Open architecture to purchase equities, mutual funds, ETFs, annuities, fixed income or other marketable securities.
  • Simplified plan set-up and administration — no special technical needs or skills required. Our defined benefit consultants design customized solutions to fit your client, handle all paperwork related to the plan’s set-up and ongoing government reporting.

Marketing and Sales Resources

OnePersonPlus is designed to be the easiest defined benefit (DB) plan to sell. Great support includes training for you, brochures for your clients, marketing presentations, and a quick way to estimate contributions and tax savings

REVIEW A SAMPLE CASH BALANCE + 401(k) ILLUSTRATION

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White Paper: New Flexibility in Defined Benefit Plans

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ORDER CLIENT BROCHURES

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Typical Defined Benefit Clients

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ILLUSTRATION REQUEST FORM

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Roadmap for Opening A Plan

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Estimate how much you or your client could save on taxes with our DB calculator Try it now

See if you or your client qualify for Defined Benefits Learn More

Questions about opening new plans

Call toll free at: 1 (866) 269 - 2706
(Monday to Friday, 9.30am-8pm ET) or Send us a message