Updated for 2019: Defined Benefit Plan Brochures

14th Aug 2019

Defined Benefit and Cash Balance Brochures

Help Your Clients to Hold on to More Income to Invest with You

Updated for 2019, our defined benefit and cash balance plan brochures make it easy for you to introduce these high-contribution retirement plans to your clients and prospects.

Our complimentary brochures include:

  • How clients can save on taxes
  • A retirement plan contribution comparison
  • How to take advantage of the 20% deduction for pass-through income

We’ll send you a package of brochures for free. You can order 5, 10 or 20 brochures. If you need more, just give us a call at 866-269-2706.


New Business Card Featurebusiness card

Our 2019 design includes new business card slits, which let you add a personal touch. It’s a great way to ensure that your contact information gets into the hands of your clients.


What Types of Clients Open Defined Benefit Plans?

If your clients earn high income from self-employment or a small business as a sole proprietorship, partnership, or S corporation, a defined benefit or cash balance plan may provide an added tax-saving benefit for the next several years.

See how much clients could contribute and save using our defined benefit calculator. It lets you compare SIMPLE, SEP-IRA, 401(k) and Defined Benefit plans for solo practitioners, mom & pops, doctors, lawyers, farmers and other small business clients.

866-269-2706 | DBPlans@dedicated-db.com



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Estimate contribution and deduction with our DB calculator Try it now