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Our newly updated calculator can help you discover how much your clients may be eligible to save when considering a defined benefit plan. It’s possible they may be able to double or triple the amount they are saving for retirement, in addition to tax deductible benefits.

The calculator will provide a comparison of SIMPLE, SEP, 401(k), Defined Benefit, and Defined Benefit + 401(k), easily demonstrating the potential benefits across each plan type. The brief inputs you include in the calculator allow you to provide your client with a proposal tailored for their unique situation.

Here’s an example of the proposal:

Call us toll free at: 1-866-269-2706 or email us at dbplans@dedicated-db.com.

Best regards,

Raymond Lee
Director of Sales | Dedicated Defined Benefit Services, part of FuturePlan by Ascensus
E raymond.lee@dedicated-db.com
P (866) 269-2706
www.dedicated-db.com