Plan Design Questionnaires

Download our Questionnaires

Choose from the following:

2025 Retirement Plan Questionnaires

2026 Retirement Plan Questionnaires

Please download the appropriate Questionnaire and complete it with your client. You can type directly into the form and then print.

The information provided in the Questionnaire will allow us to determine whether your client qualifies to open a plan and to more accurately estimate your client’s maximum allowable contribution.

When your client is ready to set up a plan.

Contact us at:
Dedicated DB
dbplans@dedicated-db.com
Phone: (866) 269-2706
Fax: (215) 648-1628

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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.

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