Create Proposal

  How to Print/Email  

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

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.


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 2013?

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



Copyright 2001-2014 Dedicated Defined Benefit Services LLC. All rights reserved.
OnePersonPlus® is a registered trademark of Leaffer Shapiro LLC.