OnePersonPlus | Quick Adoption

Call Defined Benefit Services
toll free at: 1-866-269-2706
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Quick Adoption allows an Employer whose fiscal year ends December 31st to establish a defined benefit plan and make contributions for 2013.

Documents must be completed, signed, and dated by December 31, 2013
Dedicated DB must receive them no later than January 7, 2014

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 2013.

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

Clients opening defined benefit plans may be eligible to add an individual 401(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 401(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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