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Run our Instant Do-It-Yourself DB calculator to see how much YOU or Your Client could save on taxes and add to retirement savings.

Sales & Marketing

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Introducing OwnersPlus

OwnersPlusTM Retirement Program combines a cash balance defined benefit plan with a safe harbor 401(k)/profit sharing plan. The program allows business owners with a few employees to make large deductible contributions for themselves while controlling the total cost of employee retirement benefits.

Tools to Help You Sell

OnePersonPlus is designed to be the easiest defined benefit (DB) plan to sell. Great support includes training for you, brochures for your clients, marketing presentations, and a quick way to estimate contributions and tax savings. Our DB Experts are available to answer questions and run custom proposals: 1-866-269-2706.

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  • Sales Idea

    Upgrade Your Retirement Plans — 5 Step Campaign

  • Sales Kit

    Letter templates, phone scripts and more

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OnePersonPlus® is a registered trademark of Dedicated Defined Benefit Services LLC.