What Makes This Retirement Program So Attractive to Your Clients?

20th Sep 2019

Dedicated DB |OwnersPlus

What makes a Cash Balance plan so attractive?

Safe Harbor Deadline: October 1Small business owners potentially can contribute 3x or 4x more to a cash balance plan than what they can to other plans – up to $200,000 annually.

Here are some of the key advantages of our OwnersPlus™ Cash Balance Plan + 401(k) Safe Harbor/Profit Sharing 401(k) plan:

  • Contributions are deductible business expenses generally saving the owner tens of thousands of dollars in annual taxes
  • Contributions for owners often exceed 90% of the total contribution amount
  • Investments grow tax deferred, building wealth faster

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Safe Harbor plans must be opened by OCTOBER 1.
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866-269-2706 | DBPlans@dedicated-db.com


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