Newsletter

We feel so fortunate. 

Each year we get to work with hundreds of financial advisors who bring us the most interesting and successful clients. They need help with tax-advantaged, high contribution retirement plans and that’s our speciality. This year, in the wake of the Tax Cut and Jobs Act (TCJA), more clients than ever are opening defined benefit or cash balance plans. And high on the list are independent financial advisors opening plans for themselves. 

Here are stories about a few of the amazing
clients and advisors we’ve helped

AND, AS THANKS TO YOU…

If you need a plan for yourself, we are happy to extend our 20% professional discount on set-up fees between now and December 15th.

Run an estimate for yourself or your client. If you earn high income as a self-employed individual or small business owner, find out how much you can save with a defined benefit plan. Then call our plan consultants who can tailor a plan to fit your needs. 

Contact Us for Always Available Consulting

Have a question on small business retirement plans?
We’ll get you to the
correct answer. And, if your client does not fit our specialty — defined
benefit and cash balance plans — we’ll refer you with a warm introduction
to a highly qualified TPA.

Meeting with clients on short notice?
We’re available 24/7 by appointment: We can run estimates, answer
questions, or be on a call with you and your clients. 

Dedicated Defined Benefit Services provides ongoing sales support and administrative services. We are investment neutral and do not charge asset-based fees.
We are here to help.