How much can your clients save on taxes? Try our DB plan calculator.

9th Jul 2020

Calculate Tax Savings and Compare Retirement Plans for Your Clients

Defined Benefit Plan

Instantly see how much clients can contribute and save with a Defined Benefit plan.

Clients can double or triple their retirement plan contributions — and reduce their tax liabilities with a Defined Benefit plan. Quickly estimate how much with our updated online calculator. It lets you compare SIMPLE, SEP-IRA, 401(k) and Defined Benefit plans for solo practitioners, mom & pops, consultants, physicians and other high income self-employed professionals.

If you have a client with employees or a special situation, you can email a request form for a custom illustration to Someone from our sales team will respond within 24 hours.


Defined Benefit and Cash Balance plans help your clients hold on to more of their income, which they invest with you. Run a proposal with our calculator and use it to start the conversation with clients now. Here’s one client example:

  • 50 year-old Sole Proprietor earning $250,000.
  • With a Defined Benefit plan he reduces his tax liability by almost $40,000 and adds $98,000 to his retirement account each year.
  • Client lowers taxable income and potentially qualifies for the Section 199A 20% deduction for pass-through entities. 

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Contact Us for ALWAYS AVAILABLE Consulting

Dedicated Defined Benefit Services provides ongoing sales support and administrative services. We are investment neutral and don’t charge asset-based fees. We’re dedicated to your success.

866-269-2706 |



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Estimate contribution and deduction with our DB calculator Try it now