Download our Questionnaires
Choose from the following:
2021 Retirement Plan Questionnaires
- OnePersonPlus Defined Benefit Plan Questionnaire 2021
- OwnersPlus Cash Balance Plan Questionnaire 2021
- OnePersonK Solo(k) Plan Questionnaire 2021
2022 Retirement Plan Questionnaires
- OnePersonPlus Defined Benefit Plan Questionnaire 2022
- OwnersPlus Cash Balance Plan Questionnaire 2022
- OnePersonK Solo(k) Plan Questionnaire 2022
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
