Brochures

Download Brochures to Give to Your Clients

Client brochures are a great conversation starter. Each brochure promotes the benefits of a high-contribution retirement plan with client examples. You can download and email them to your Defined Benefit plan and Cash Balance plan prospects.

OnePersonPlus brochure

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
OwnersPlus Cash Balance Plan Brochure

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

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