Ongoing Support

Your personal consultant at Dedicated DB is a defined benefit specialist with at least 15 years of experience. Your consultant will work with you each year to make sure your plan continues to meet your needs even as they change over time:

• Gathering up-to-date information on your company and you
• Adjusting your strategy for funding the plan
• Calculating your current tax year contribution
• Amending your plan if and when you want to
• Preparing all IRS required forms
• Keeping your plan in compliance with all IRS regulations

Closing a Plan

When you have fully funded your plan or are ready to close it, you can roll the assets to an IRA where your savings continue to grow tax deferred until withdrawn.