Need information about Defined Benefit plans? We have a library of resources.

29th May 2024

We Make it Easy for You

Your high-income, self-employed clients may be looking for a way to save for retirement in addition to tax savings strategies. Our online library of marketing materials provides a variety of useful resources for you to share with them to help explain the requirements for this type of IRS pre-approved plan.

Here are some samples of what you will find:

We can provide you with the tools, training and confidence to open these plans.

Tools to Help You Sell Defined Benefit and Cash Balance Plans

*Information provided through the Defined Benefit calculator is intended to be educational and is not tailored to the needs of any specific investor or their investment needs.     

Contact our defined benefit specialists.

We can create custom proposals and design plans to fit your client’s situation.

Call us toll free at: 1-866-269-2706 or email us at

Best regards,

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

(866) 269-2706

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