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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 2014.

  • Documents must be completed, signed, and dated by December 31, 2014
  • Dedicated DB must receive them no later than January 9, 2015

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 2014.

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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