July 31 is an important retirement plan deadline for us. Here’s why.

18th Jul 2023

Act Now

Hello,

We’re ready to help you open plans for 2022. But July 31 is our deadline.

Like last year, the SECURE Act’s deadline for opening a Defined Benefit plan has generated a lot of summer activity – especially since it includes tax filling extensions. However due to high demand, Dedicated DB’s deadline to receive submissions for a plan for the 2022 tax year is July 31. We would love to accommodate all requests, but we need to allow enough time for due diligence and proper plan design.

Time is running out for your high income, self-employed clients.

For clients who filed a business tax extension, Defined Benefit plans can offer the largest allowable deductible contributions to a retirement plan – averaging $100,000+ each year. As always, we’re happy to talk through any prospect or client situation. Email us at DBplans@dedicated-db.com or call us at 866-269-2706.

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Best regards,

 

raymond lee picture

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

E raymond.lee@dedicated-db.com
(866) 269-2706

www.dedicated-db.com

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