How can your clients plan for retirement…with so much uncertainty?

14th Oct 2021

How can your clients plan for retirement ...


With the threat of proposed tax changes, there’s so much uncertainty in our industry.

But one thing is certain: your clients need a flexible retirement plan & are looking to you for guidance.

How can you help your small business and self-employed clients retire more on their terms? We’d like to remind you about a little-known retirement plan that can help your clients save BIG on taxes:

  • Defined Benefit and Cash Balance plans are high-contribution retirement plans with built-in flexibility for uncertain times. These powerful pension plans may allow your clients to contribute more than they currently can into a SEP IRA or 401(k) plan, with the discretion to contribute in some years but not others.
  • Contributions are tax deductible and may provide tens of thousands of dollars in tax savings each year that could go toward retirement.
With everything in flux, now is the time to start the conversation.

Whether your high-income client is a sole proprietor, LLC or corporation, they may qualify for a huge tax deduction from their business income – $100,000 or more each year. Do you want to confirm what counts as eligible compensation for Defined Benefit plans? Feel free to ask me or any of our Plan Design Consultants. We’re happy to help and easy to talk to. Thanks.


Best regards,

Raymond Lee
Director of Sales | Dedicated Defined Benefit Services, part of FuturePlan by Ascensus

(866) 269-2706


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