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Call Defined Benefit Services
toll free at: 1-866-269-2706
Monday - Friday, 9:30am-8pm ET
An easy to sell, off-the-shelf defined benefit retirement plan.
A great way for clients to reduce income taxes and invest tax-deferred.
Ideal for clients over 45 years of age who have high earned-income and are self-employed or small business owners with 1-5 employees including employer.
Simple to open, with 1-page Adoption Agreement, pre-set plan docs and forms
An IRS-approved, qualified plan for attracting new investment dollars — well over $100,000 annually for the life of the plan for clients who qualify.
Supported by specialists who answer questions by phone and email year-round
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