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QUICK ADOPTION

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Questions

Call Defined Benefit Services
toll free at: 1-866-269-2706
Monday - Friday,
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Select and Download Plan Documents

Quick Adoption allows an Employer whose fiscal year ends December 31st to establish a defined benefit and/or 401(k) plan and make contributions for 2015.

  • Documents must be completed, signed, and dated by December 31, 2015
  • Dedicated DB must receive them no later than January 8, 2016

Decide on the type of retirement plan your client will be opening and select one of the following:

Open a Defined Benefit Plan

Download documents and instructions for opening a defined benefit plan for 2015.

Open a Defined Benefit Plan + 401(k) Plan*

Clients opening defined benefit plans may be eligible to add an OnePerson(K)* for flexibility or to maximize contributions. Download documents and instructions for combining a DB + 401(k).

Open a 401(k)*

Download documents and instructions for opening a OnePerson(K) Plan ONLY.


* Dedicated DB can open 401(k) plans for business owners who fit this profile:

  • Business is owned entirely by one individual (or individual and spouse)
  • Employer does not currently maintain a 401(k) plan
  • There are NO employees other than the owner (or owner and spouse)
  • There are NO leased employees

The business can be incorporated or unincorporated.



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