Newsletter

Year-End Deadline for Defined Benefit Plans
Fast Approaching

This is a quick note to remind you that December 31st is the deadline to open a Defined Benefit Plan or 401(k) for most family businesses, independent professionals and individuals with self-employment income. Amazingly, you can still open a retirement plan for your high-income clients through Dedicated Defined Benefit Services’ Quick Adoption Process. We can help you open:

OnePersonPlus® is a Defined Benefit Retirement Plan that can reduce taxable income by $100,000 or more annually while adding $1-2.5 million to retirement savings. Clients opening defined benefit plans may be eligible to add an individual 401(k) for flexibility or to maximize contributions.

Download Quick Adoption Documents

To establish these plans for 2018 your client must sign and date all Quick Adoption documents by December 31. Download and send the pdf to your clients now. Quick Adoption documents won’t be available after January 1st.

Dedicated DB must receive the signed documents no later than January 8, 2019. Contributions are due by 2018 tax year filing with extensions but no later than September 15, 2019.

No Rush Fees

We don’t charge rush fees for establishing the plan. If your qualified client is ready to save big on 2018 taxes, we’re ready to help. This is your last chance to establish these plans for 2018.

Please contact our defined benefit plan specialists by phone at 866-269-2706 or by email at DBPlans@dedicated-db.com to see if your client qualifies.

If there is anything I can do to help, please give me a call.

Thank you,

Copyright 2001-2018 Dedicated Defined Benefit Services, an Ascensus company. All rights reserved. OnePersonPlus is a registered trademark of Dedicated Defined Benefit Services.