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Dedicated to Your Success

Our mission is simple: to help high income clients keep more of their earnings each year by offering the best, most tax-efficient retirement programs approved by the IRS.

In 2001, with the passage of the Economic Growth Tax Relief Reconciliation Act (EGTRRA), we were the first to recognize the opportunity to create a Defined Benefit plan tailored to the needs of high income small business owners.  Within a couple of years, we had developed streamlined private-label programs for a number of large financial institutions to offer to business owners, including Hartford, Legg-Mason, UBS, Pioneer Funds, OppenheimerFunds, and AXA, among others.  And, as the industry evolved, we were approached to offer plans through many independent broker-dealers and Registered Investment Advisors (RIAs) and even directly, to CPAs and business owners themselves.

Over the past fifteen years, as regulation changed, as the economy has risen and fallen and risen again, our company has continued to grow and to provide Defined Benefit, Cash Balance, and OnePerson 401(k) plans to thousands of high income professionals, small business owners and individuals with self-employment income.

Dedicated Defined Benefit Services is the leading national third-party administrator of Defined Benefit plans for 1-10 employee companies. We provide a unique integrated solution to support financial advisors and their clients nationwide with training, online marketing materials, “concierge” sales support, and deep Defined Benefit expertise and experience for plan administration.

We’re proud to be part of FuturePlan by Ascensus. For advisors and clients who seek a competitive edge, FuturePlan uniquely provides a brain trust of plan expertise to help transform plan design & administration challenges into extraordinary results. With an unmatched ecosystem of people, partners, services, and solutions, FuturePlan stands apart as a Category of One. Backed by the strength and security of Ascensus, we’re a technologically advanced national organization with the heart and soul of a hands-on business partner.

Richard Collins

Richard Collins

Vice President

Working with talented people who help drive strong results year after year is very rewarding.

Executive Bio
Raymond Lee

Raymond Lee

Director of Sales

I take pride that Dedicated DB is the number one go-to firm for most major financial institutions when it comes to small defined benefit and cash balance plan solutions.

Executive Bio

Our Team

Martin Aza

Martin Aza

Senior Plan Design Consultant

I love the variety of people and business situations with which I get to interact and ultimately help to create a beneficial tax deferred retirement plan.

Katie Bierberly

Katie Bieberly

Plan Design/Retirement Plan Consultant

Being a resource for and collaborating with clients and their financial team is invigorating. Also, providing a service that allows clients to maximize their highest earning years makes it even better!

George Clarkson

George Clarkson

Senior Plan Design Consultant

I love learning about the different entrepreneurs that I am introduced to and the interesting businesses they build as well as helping them keep more of what they earn.

Martin Esser

Martin Esser

Cash Balance Consultant

I love helping clients solve complicated problems.  I also like explaining how their plans work to them.  They usually say, “No one ever told me that before!”

Andrea consultant

Andrea Goodman

Cash Balance Consultant

I enjoy working with our sales team and consultants on technical issues. I enjoy the more challenging complex components of defined benefit plan topics.


Jodi Gunski

Client Services Consultant

I love building a long term relationship with clients and helping them achieve their goals of retirement.

Dedicated DB employee

Scott McKee

Client Services Consultant

One of the best things about working at Dedicated DB is the opportunity to communicate with our clients and the streamlined efficiency of company operations.


Marlene Panek

Project Manager/Senior Advisory Consultant

I completely enjoy helping clients understand their retirement plan from inception and helping them save money for retirement.


Philip Pirio

Senior Plan Design Consultant

I like helping people hold on to more of what they earn and plan for the day when they either cannot or no longer wish to work.


Suzanna Sinapyan

Internal Sales

What I like best as an employee of Dedicated DB is working with a talented and wonderful group of individuals who have the same common goal: maintain high values and excellent customer service.

Laura Ueki

Laura Ueki

Cash Balance Manager

I love designing and working on innovative plans specific to each client’s needs and retirement goals.

Jody Boehm

Client Services Consultant

I appreciate my managers. They are very supportive and open to feedback.

Dwayne Bulat

Client Services Consultant

I work with an awesome team and am surrounded by people with a vast amount of knowledge. Although we are all working on different clients/projects, we are one big team aimed at providing top-notch customer service.

Press Release January 2 2018

Ascensus Bolsters Defined Benefit Plan Expertise with Acquisition of Dedicated Defined Benefit Services

New and Existing Clients Stand to Benefit from Firm’s Expanding Stable of Resources

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Press Release October 17 2017

Dedicated DB Offers Continuing Education Credit for Webinar on Cash Balance Plans

Live presentation for financial advisors and CPAs highlights the basics of cash balance plans and how to present them to small business clients GLENDALE, Calif. — Dedicated Defined Benefit Services, the leading provider of defined benefit plans for individuals with self-employment income and 2-10 person businesses, is providing a free webinar on cash balance plans […]

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Press Release December 12 2016

Dedicated DB Offers a Unique Way to Open Qualified Retirement Plans Through Year’s End

Quick Adoption process allows procrastinators to get big tax breaks when opened by Dec. 31

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Press Release September 30 2016

Profitable Small Businesses Hold onto More Earnings with New Tax Strategy From Dedicated DB

Dedicated Defined Benefit Services to offer a cash balance plan that benefits owners and employees as more small businesses prosper

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Press Release October 15 2014

High-Income Self-Employed Earners Can Avoid Huge 2014 Tax Bills

Defined Benefit (DB) Retirement Plans Offer Big Tax Breaks When Opened Before the End of the Year

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Press Release November 6 2013

FREE Webinar for CPAs Explains Advantages of Micro Defined Benefit Plans as 2013 Tax Strategy for High-Income Self-Employed Clients

Join nationally recognized expert Marcia Wagner, prominent ERISA Attorney and Benefits expert for an informative webinar on Friday, November 15 at 1:00 PM EST

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Press Release October 7 2013

Dedicated Defined Benefit Services Provides Small Business Retirement Programs for Transamerica

Dedicated Defined Benefit Services Provides Small Business Retirement Programs for Transamerica

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Press Release December 28 2010

Year-end Deadline Looms for Small Business Retirement Plans

Last-minute Quick Adoption Process Helps Procrastinators Beat Deadline

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Press Release December 15 2010

National Survey of Small Business Owners Reveals Popularity of Defined Benefit Plans for Retirement

National Survey of Small Business Owners Reveals Popularity of Defined Benefit Plans for Retirement Defined Benefits Plans Help Stay on Track for Retirement Despite the Recession: Special Quick Adoption Process Can Help Beat Year-end Deadline San Francisco, Calif. (December 15, 2010) — A new, nationwide survey of small business owners and upper-middle income professionals who […]

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OnePersonPlus is a registered trademark of Dedicated Defined Benefit Services.

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