Do you have clients who filed an extension who are looking to save more?

29th Apr 2026

If you have clients who filed an extension on their 2025 taxes, they may still be eligible to save more on their taxes with a Defined Benefit plan. With the SECURE Act, the deadline to establish a Defined Benefit plan was extended. If your client has not contributed to a SEP-IRA already for 2025, they may be able to significantly reduce their tax burden.

These specialized plans have many unique advantages and are especially suited for high-earning, self-employed individuals, and small business owners. Consider consultants, entrepreneurs, contractors and even Financial Advisors as potential candidates.

Interested in learning more? Sign up for a demo and find out all the unique features of these plans and who qualifies.

Think a Cash Balance plan is a better fit?

If you have a client with a micro business (1-5 employees) a Cash Balance plan may be a better fit.

LEARN ABOUT CASH BALANCE PLANS

Contact our defined benefit specialists.

We can create custom proposals and design plans to fit your client’s situation.

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