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See how the 2018 Tax Cuts & Jobs Acts Affects Defined Benefits

19th Jul 2018

 

Stay Informed

Major Tax Deductions Impacted by the
Tax Cuts & Jobs Act

Corporate Tax Rate Drops. Tax payers get new standard deductions. BUT, many personal deductions are curtailed. The Tax Cuts and Jobs Act (TCJA) changed many deductions that your high income self-employed and small business clients may have used previously to reduce taxes.

Surprisingly, TCJA increased the value of high contribution retirement plans like Defined Benefit & Cash Balance plans for certain clients. We’ve summarized the major changes to the tax law in an easy to understand infographic you can share with your clients.

See Tax Deductions

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Five Steps to Defined Benefit Sales
We work with you, every step of the way.

When selling Defined Benefit plans, the Dedicated DB team is committed to partnering with you from the early stages all the way to the final deadline timeframe. We have outlined a process that makes it easy on you and focuses on streamlining sales, minimizing likelihood of missed deadlines. We present you with a clear plan the shows you how to:

  • Prospect for ideal customers
  • Begin the conversation
  • Present a proposal – that was created for you!
  • Contact a Defined Benefits expert
  • Gather assets to ensure deadline compliance

Our proven process has helped establish thousands of established Defined Benefits customers.

Review Our Process

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Calculate the Savings

Run our instant do-it yourself Defined Benefit calculator to see how much you or your client could save on taxes and add to retirement

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© 2026 Dedicated Defined Benefit Services, part of FuturePlan by Ascensus. All Rights Reserved.

OnePersonPlus is a registered trademark of FuturePlan Administrative Services, LLC.

Dedicated Defined Benefit Services, FuturePlan and Ascensus do not provide tax or legal advice. Prospective investors should consult with a tax or legal advisor before making any investment decision. The information provided by the Defined Benefit Calculator is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase, securities in any jurisdiction to any person to whom it is not lawful to make such an offer.

*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. Client profiles are intended to be educational examples and are not representative of any specific investor. Consult an attorney, tax professional, or other advisor regarding your specific situation.

Estimate contribution and deduction with our DB calculator Try it now

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