Newsletter

Take advantage of our Concierge service.

At Dedicated DB, our plan design experts are here to help you talk through any client situation. It’s what we do – weekends too by appointment. A short call can help you determine whether a Defined Benefit plan is right for your high-income clients.

Clients can open a Defined Benefit plan through Dec 31 with NO RUSH FEES. But you need to call us soon. Call 866-269-2706 to request a free proposal with estimated tax savings.

Cash Balance plans will be processed with NO RUSH FEES, but requests must be received ASAP.

How does a DB plan compare to other plans?

Here are some of the reasons why doctors, lawyers, consultants, as well as mom & pops are opening Defined Benefit plans:

• Contributions are tax deductible and may provide tens of thousands of dollars in tax savings
• A DB Plan may allow high income clients to contribute 2-3 times the amount they might otherwise contribute to a SEP or 401(k)

Try our 2-minute Defined Benefit Plan Calculator to:

1. Estimate annual contribution and tax savings
2. Compare SEP, SIMPLE and 401(k) contributions