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Estimate your client's maximum contribution and tax savings.
Click here
Call Defined Benefit Services
toll free at: 1-866-269-2706
Monday - Friday, 9:30am-8pm EST
Please download the Plan Set-up Questionnaire and complete it with your client. You can type directly into the form and then print.
The information provided in the questionnaire will allow us to determine whether your client qualifies to open a OnePersonPlus defined benefit plan and to more accurately estimate your client's maximum allowable contribution.
When your client is ready to set up a OnePersonPlus defined benefit plan.
Please send:
- Completed Set-up Questionnaire
- Copy of the proposal
- Check in the correct amount
Mail to:
Dedicated Defined Benefit Services LLC
2555 Flores St.
Suite 555
San Mateo, CA 94403
Note:
As soon as we receive the completed Set-up Questionnaire, we'll contact you for additional information to prepare plan documents and set up the plan. Your client must sign an Adoption Agreement by the end of the fiscal year for their business to make a contribution (and take a deduction) for that fiscal year. They'll have until the date they file their taxes — but no later than September 15th — to make the contribution.
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Copyright 2001-2008 Leaffer Shapiro LLC. All rights reserved.
OnePersonPlus® is a registered trademark of Leaffer Shapiro LLC.