Order client brochures to hand out to your defined benefit and cash balance prospects. We’ll send you a package of brochures for free. You can order 5, 10 or 20 brochures from the drop down menu below. For more brochures or additional information, please contact our marketing department at gary.c.rosen@dedicated-db.com or 1-866-269-2706.
Defined Benefit Plan PDF Brochure
Intended for high-income people who are typically:
- Owner-only, owner + spouse or family business
- 40+ years old with $150,000+ of business income
- Able to contribute a significant amount of earned income for 3 years or longer
Cash Balance Plan PDF Brochure
Intended for small business owners who typically:
- Want to make larger tax-deductible contributions than allowed in a SEP-IRA or 401(k) plan
- Have a business with 1-10 employees
- Are willing to make contributions for their employees for 3+ years, but want to control the cost