OnePersonPlus | Step 4: Contact Dedicated DB

Sales & Marketing:

Step 5: Gather Assets

Run our Instant Do-It-Yourself DB calculator to see how much YOU or Your Client could save on taxes and add to retirement savings.

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Quicklinks

Proposal Request
We'll run a custom proposal for a client with special needs
Key Dates
Fee Schedule
Set-up Questionnaire
Administration Services
Ongoing support after the sale

Step 4: Contact Dedicated DB

Get Support each step of the way

Dedicated Defined Benefit Services experts are available to meet by phone with you, your client and your client's CPA. We listen and offer personalized service to make sure that the plan design:

Is right for your client
Meets the needs of your client
Complies fully with the latest changes in Pension Protection Act regulations

Custom Proposal

Sometimes, a client has a unique situation that requires special attention. Whether your client is younger or has a complex business setup, we'll work with you to determine the feasibility of a defined benefit plan and design a plan that meets your client's objectives.

Complete a Proposal Request form and we'll turn it around within 24 hours.

Our defined benefit specialists are committed to providing exceptional service coupled with over 15 years of expertise. Give us a call with any questions or special requests: 1-866-269-2706

Experience You Can Trust, Support You Can Count On

Dedicated Defined Benefit Services, LLC (Dedicated DB), a national third-party administrator, specializes in the design, marketing, and administration of DB plans for businesses with 1-5 employees. We administer over 1000 DB plans for 1-5 person firms.

Dedicated DB's depth of experience and high quality support is especially important now, since passage of the Pension Protection Act. We're on top of critical regulatory changes and master the nuances of these plans. Our prototype plan is approved by the IRS.

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