Cash Balance Resource Kit: Build Your Business with Small Business Owners

4th Oct 2017

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YOUR CASH BALANCE RESOURCE KIT IS READY

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This Cash Balance Resource Kit gives you everything you need to offer cash balance plans to professional practices, partnerships and profitable 2-10 person companies.

GET YOUR FREE KIT

Do you have high income clients with very small businesses or professional practices? We have made cash balance (CB) plans easy to open and manage. CBs may allow clients to contribute and deduct $150,000+ annually for themselves. By combining with a 401(k), we usually can limit the costs to them for employee benefits.

Looking for new clients? Unlock our Resource Kit to reach out to your community.

Use these resources to introduce cash balance plans:

small red icon Factsheet: “Cash Balance Program Highlights for Business Owners”
small grey icon White Paper: “Cash Balance Plans for Small Businesses”
small blue icon Illustration: Example of an OwnersPlus Cash Balance + 401(k) illustration for prospects
small green icon Client Brochures: “Maximize Your Savings with OwnersPlus Retirement Program”

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GET YOUR FREE KIT

OWNERSPLUS™ IS THE EASIEST CASH BALANCE PLAN FOR YOUR CLIENTS

OwnersPlus Cash Balance + 401(k) program is well-suited for professional practices, partnerships, and small business owners with 1-10 employees who want to make large tax-deductible contributions to retirement plans while controlling costs for employee benefits.

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CALCULATE THE SAVINGS

Create a personalized estimate of contribution maximums and tax savings for each qualified prospect. 

CALCULATE THE SAVINGS

CONTACT US FOR ALWAYS AVAILABLE CONSULTING

Dedicated Defined Benefit Services provides ongoing sales support and administrative services. We are investment neutral and do not charge asset-based fees. We are here to help.

You provide the investments and money management.

PHONE: 866-269-2706

CONTACT US

 

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Estimate contribution and deduction with our DB calculator Try it now