Contact Us

Contact Us

New plan sales

Raymond Lee: 1 (866) 269-2706


Press or media inquiries

Karen Shapiro: (415) 931-1990

2275 Jackson Street, #3
San Francisco, California 94115


Toll Free: 1 (800) 982-6961

Fax: 1 (818) 409-9067

Jodi Boehm: Ext. 2017

Dwayne Bulat: Ext. 3203

Andrea Goodman: Ext. 2004

Jodi Gunski: Ext. 2008

Scott McKee: Ext. 3206

Marlene Panek: Ext. 2007

Glenna Schwartz: Ext. 3201

Partner with us

Karen Shapiro: (415) 931-1990

Offer a small business defined benefit plan program through your institution or advisory firm.


Dedicated Defined Benefit Services LLC
550 North Brand Boulevard
Suite 1610
Glendale, CA 91203

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Questions about opening new plans:

Call toll free at: 1 (866) 269 - 2706
(Monday to Friday, 8.30am-8pm ET) or Send us a message