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  Introducing Hartford Solo db
 

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As of October 15, 2006, all new Hartford Solo db™ defined benefit plans will be opened and administered by Dedicated Defined Benefit Services. Phone numbers and pricing remain the same.

Send all new plan correspondence and set up fees to:
Dedicated Defined Benefit Services LLC
2555 Flores St.
Suite 555
San Mateo, CA 94403

The Set-up Questionnaire and Proposal have been updated to reflect the changes.


Have Any Questions?

The deadline for opening a Solo db plan is the end of your client's fiscal year. Accounts can be funded when taxes are filed.



The Hartford Solo db is a defined benefit retirement program designed specifically for high income self-employed clients and owners of 1 to 5 person businesses.

  • The Hartford Solo db allows the highest retirement contributions each year - higher limits than a 401k, Keogh, Profit Sharing Plan, SEP IRA, or SIMPLE - if a client qualifies

  • A full range of mutual funds are available from The Hartford to fund the plan

  • A simplified one page adoption agreement, pre-set plan docs and forms, provided by Leaffer Shapiro LLC and plan set-up and administration provided by Dedicated Defined Benefit Services LLC.



Plan documents, proposals, and forms for Hartford Solo db are provided by Leaffer Shapiro LLC. The plan is maintained and administered by Dedicated Defined Benefit Services LLC. The plan may be funded with mutual funds. LeafferShapiro is solely responsible for all information and calculations presented on this site. No information on this site is intended to be legal or tax advice. The Hartford Mutual Funds are underwritten and distributed by Hartford Investment Financial Services, LLC.



 
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