OnePersonPlus | Create Proposal

Create Proposal:

Defined Benefit Plans

Contribution amounts for defined benefit plans are determined by the plan sponsor's earned income, age and years to retirement.

Defined Benefit experts will create custom proposals and design plans to fit your situation. Call us toll free at: 1-866-269-2706
Monday - Friday,
9:30am-8pm ET

OnePersonPlus® is supported by Dedicated Defined Benefit Services, the only national company focused exclusively on helping advisors target, market, sell and service Defined Benefit Plans for HNW, high-income Professionals, Small Business Owners and the Self-employed.

Quicklinks

Typical Client Profiles
Handy reference guide to client profiles and contribution limits
Advisor Program Highlights
Client Highlights
Email to selected clients today
5 Step Sales Plan
Bring in new clients and assets this year

Proposal Request

Complete a census and we'll run custom proposals for clients who need something special:

Younger — we can increase contribution estimates
Sole Props with employees

How much can your client save in 2012? Use our Defined Benefit Calculator to estimate the maximum annual contribution, tax savings, and total benefit at retirement by completing the fields below.
Advisor
Advisor's Company Name *

Investment Advisor *		State *

Phone *		Email *

Client
Company Name

Business Entity *

Owner's First Name		Owner's Last Name

Owner's Date of Birth *		Owner's Income *
mm/dd/yyyy
Date Business Started *
mm/dd/yyyy
Employees
To include up to 4 additional employees in the proposal calculation, click to add:

* Required Fields

Advisor

Client

Employees