Newsletter

Go back to resources

Learn the 6 ways that Defined Benefit plans are a flexible retirement strategy?

24th Apr 2020

UPDATED WHITEPAPER NOW AVAILABLE

Hello,

I hope all is well with you and your family during these challenging times.

“If my client’s income fluctuates, is there flexibility in contributions?” I’ve been getting this question a lot lately.

As a specialist in field of Defined Benefit and Cash Balance plans, flexibility in contribution is a common question among our clients and advisors – especially because of recent market volatility. Here is our updated flexibility whitepaper. I hope you find the 6 retirement plan strategies in this useful.

Stay healthy and please do not hesitate to call us, if you have any questions regarding Defined Benefit plans or Cash Balance plans.

Best regards,

Raymond Lee

Raymond Lee
Director of Sales | Dedicated Defined Benefit Services, part of FuturePlan by Ascensus
550 North Brand Boulevard, Suite 1610
Glendale, CA 91203
E raymond.lee@dedicated-db.com
P (866) 269-2706
www.dedicated-db.com

 Dedicated DB Logo

 

 

Dedicated DB@ DedicatedDB

A Defined Benefit plan provides #retirement benefits for corporate board members who receive high salaries. See how… https://t.co/udADc6rmdF

9:00 PM • 24 June 2022

Dedicated DB@ DedicatedDB

Clients are looking at the world differently and #advisors are here to help. https://t.co/POMSnpfbi9

8:01 PM • 24 June 2022

Dedicated DB@ DedicatedDB

The increase in #smallbusinesses have created greater interest in retirement planning strategies for the self-emplo… https://t.co/xxDGXvjzvI

7:08 PM • 24 June 2022

Dedicated DB@ DedicatedDB

9 signs a client relationship is in danger. https://t.co/1GsJrXtyJI

7:03 PM • 24 June 2022

Dedicated DB@ DedicatedDB

What's next in #wealthtech? Innovators weigh in at INVEST 2022. https://t.co/oTSprapOES

5:10 AM • 24 June 2022

Dedicated DB@ DedicatedDB

Advisors, we have resources for you to help clients understand and build their #retirement plans. https://t.co/8at2JCWOtV

4:30 AM • 24 June 2022

Estimate contribution and deduction with our DB calculator Try it now

Send us a message

Call: (866)269-2706