• Create Proposal

Estimate your client's maximum contribution and tax savings.
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1. Identify clients who will meet the Quick Eligibility Test.

2. Create the proposal online to calculate maximum contribution; run again if you want to specify a contribution amount.

3. Print out proposal and present to your client.

4. Complete the Plan Set-up Questionnaire with your client. The questionnaire is also available from OnePersonPlus DB Services.

5. Any questions?  1-866-269-2706

6. Send the completed Set-up Questionnaire, a check to cover the set-up fee in the correct amount, and a copy of the proposal.

Mail to:
Dedicated Defined Benefit Services LLC
2555 Flores Street
Suite 555
San Mateo, CA 94403

7. Once the OnePersonPlus^® plan is set up (must be established by end of fiscal year), you can open an investment account and discuss an investment plan with client. Clients have until they file taxes (but no later than September 15th) to make a contribution.

Copyright 2001-2008 Leaffer Shapiro LLC. All rights reserved.
OnePersonPlus® is a registered trademark of Leaffer Shapiro LLC.