Turn Large Tax Savings into Retirement Wealth

Dedicated Defined Benefit Services supports high income clients and their financial advisors nationwide in the sale and servicing of Defined Benefit (DB) retirement plans. These plans potentially allow large tax deductions with annual plan contributions of $100,000+ for Independent Professionals, Small Business Owners & Individuals with Self-employment Income.

We help advisors learn about small business Defined Benefit plans and identify clients best suited to these plans. Our marketing and presentation materials give advisors tools for reaching out to clients and prospective clients. We provide DB plan expertise from pre-sales through administration; advisors provide investment expertise and manage the retirement portfolio.

Run a custom DB proposal on our advisor website

Sign up for our Advisor Newsletter

Email Address

Our IRS-approved defined benefit retirement plans allow the largest annual contributions for small business owners and individuals with self-employment income. Generally, your contributions are deductible against earned income and can save you $40,000 or more each year in taxes.

Questions About Opening New Plans

Call toll free at: 1(866)269-2706
Monday - Friday, 9:30am-8pm ET

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