Newsletter

We are here to help close out retirement plan season for 2025.

Our Deadline is September 1st.

The mid-summer slowdown is here, but the deadline for submitting Defined Benefit plans for tax year 2025 is coming up quickly. Allowing time for evaluation, plan design, and to complete the process makes it important plans are submitted soon.

Self-employed, high earners may be eligible for a Defined Benefit plan which can potentially offer large tax-deductible contributions. We are ready to answer your questions and walk you through the process.

Help your high-income clients save before the window of opportunity closes.

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