Newsletter

Hello,

Do you have high-income clients with very small businesses or professional practices?

We have made Cash Balance retirement plans for micro businesses (<10 employees) easy to open and manage. Cash Balance plans may allow clients to contribute and deduct $150,000+ annually for themselves. By combining with a 401(k), we usually can limit the costs to them for employee benefits.

Prospective clients for Cash Balance plans:

• Professional Practices, Partnerships, Profitable Businesses with 2-10 employees
• Owners age 40+ years of age
• Annual income of $150,000
• 401(k) clients who want to contribute and deduct more each year

Do your small biz clients need more than a SEP-IRA or 401(k)?

A Cash Balance plan may allow small business owners to contribute 2-3 times the amount they might otherwise contribute to a SEP or 401(k), simultaneously reducing the employee contribution liability. Our Cash Balance Resource Kit gives you everything you need to inform your clients about the benefits of these high-contribution plans.

As always, we’re happy to answer any questions. Call us at 866-269-2706.

All the best,

Gary Rosen
Dedicated Defined Benefit Services, part of FuturePlan by Ascensus
E gary.c.rosen@dedicated-db.com
P 818-630-7162
www.dedicated-db.com