Defined Benefit Plan Takeovers

Defined Benefit Plan Takeover Specialists

We know that choosing the right administrator for your Defined Benefit plan is an important decision. Customer service, fees and ongoing administration are key components to a successful business relationship. With nearly 20 years of experience, we’ve helped self-employed professionals and small business owners with Defined Benefit plan takeovers – to get them the personal attention and support they need throughout the duration of their plan.

Regardless the reason, if you are unsatisfied with your third party administrator (TPA) managing your Defined Benefit plan and want to change your actuary, Dedicated Defined Benefit Services (Dedicated DB) may be the right company for you. We specialize in customized services and will design a plan that fits your needs.

Our Approach

When it makes sense, we can take over an existing Defined Benefit plan and design a flexible plan that’s aligned to your retirement goals – sometimes recommending changes to your existing plan, which will allow you to retire more on your own terms. Dedicated DB offers easy transfer of plans, competitive fees and concierge services. Our plan design consultants are here to help you throughout the entire process.


Complimentary Consultation

Before a Defined Benefit plan can be transferred, we need information about your current plan. One of our plan design specialists will review your unique situation and provide a recommendation. In some cases, a Defined Benefit plan takeover may not be the best solution. However, we believe that it’s worth a short conversation. Please give us a call so we can evaluate your situation. Call (866) 269-2706 today.

For more information about the steps involved, see our Defined Benefit Plan Takeover Checklist.


Ongoing Support

Once the plan is established, an assigned consultant will gather information each year from the business owner and review the plan. Each consultant will analyze the plan’s performance and discuss with the business owner to identify what is working and what isn’t. It’s a great opportunity to address any aspects of the plan design that may need modification or improvement so that the plan will continue to support the client’s unique needs. Working closely with a consultant is the best way to ensure that the right tools and strategies are used to meet a client’s changing business situation.


Resources

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