Newsletter

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
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