Sales Support

Dedicated Defined Benefit Services' team of experts answers questions about the suitability of a small business defined benefit plan for a particular plan sponsor or self-employed individual. Our team runs custom proposals that illustrate how a plan will work, including the required contribution, and how much the plan sponsor can receive at retirement as guaranteed income or, alternatively, as a lump sum that can be rolled over to an IRA.

Financial Advisors who want to learn more about defined benefit plans can obtain continuing education materials, program descriptions, seminar materials and access to our online proposal generation system. For more information, call Marketing Services at (415) 931-1990.

Plan Design

We'll work with your financial advisors, CPA and tax attorney to create the plan that works for you.

Administration

Our ongoing administration team works to ensure that your plan is up-to-date and managed with strict compliance to all IRS code requirements.

Once your plan is set up, we'll:

• Inform you of issues that affect your plan and provide you with periodic updates once it's set up.
• Tell you and your advisors about legal changes that may impact the plans.
• Complete IRS Form 5500 and Schedule B each year.
• Calculate and inform you about how much you must contribute each year
• Prepare forms for participant distributions.

Amending Your Plan

Defined benefit plans are flexible and can be amended if your situation changes. It's extremely important that you communicate any anticipated changes to us so that we can amend the plan within IRS-determined deadlines.

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