Newsletter

Now that 2025 is in the rearview mirror let’s look at how retirement plans for small business owners trended over the year and get an idea for where they’re headed.

Last year saw the expanded rollout of additional SECURE 2.0 provisions, including catch-up contributions for individuals 60-63. Increasing from $7,500 to $11,250. This benefits people nearing retirement age enhance their savings.

Growth of Solo Defined Benefit and Cash Balance plans for small business owners, remained solid over 2025.

As we move into 2026, all SECURE 2.0 provisions will be in full effect, strengthening contribution power for business owners. The market continues to be strong and the forecast for the year is positive.

Help your high-earning, self-employed clients access these increased benefits and see how their retirement savings can be enhanced with a Defined Benefit plan or Cash Balance plan.

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 dbplans@dedicated-db.com.

Best regards,

Raymond Lee
Director of Sales | Dedicated Defined Benefit Services, part of FuturePlan by Ascensus
E raymond.lee@dedicated-db.com
P (866) 269-2706
www.dedicated-db.com