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.