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OnePersonPlus® and OwnersPlus™ are designed to be the easiest Defined Benefit (DB) and Cash Balance (CB) plans for you to offer your clients.

  • New to DB and CB plans? We offer ongoing education. Sign up for our weekly webinar.
  • Not sure which clients fit? We have the best qualifying tools in the business. Start by reading about  Typical Clients.

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Learn the basics of cash balance plans designed specifically for small business owners.

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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, 8.30am-8pm ET) or Send us a message