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Estimate your client's maximum contribution and tax savings.
Click here
Some Occupations that
Might Qualify
Architect
Attorney
Consultant
Contractor
Dentist
Entrepreneur
Financial Planner
Graphic Designer
Independent Corporate Director
Independent Insurance Agent
Manufacturer's Rep
Mortgage Broker
Physician
Real Estate Agent
Software Developer
Call Defined Benefit Services
toll free at: 1-866-269-2706
Monday - Friday, 9:30am-8pm EST
Quick Eligibility Test
OnePersonPlus isn't right for everyone. Here's a quick test to find out if it's right for your client.
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| | Is your client 45 years of age or older? |
| Does client typically earn at least $100,000 annually in one of these ways? | |
Yes!
Owns a business with 5 or fewer permanent employees, including the owner
Is self-employed as primary means of earning a living
Has a second occupation in which client works for himself or herself
Is considered an Independent Contractor rather than an employee
| Does client want to contribute more than $50,000 annually to their retirement or a higher percent of income than allowed in a 401(k)? | |
| Does client expect to be able to make that contribution for at least three years? |
NOTE: S-Corps and LLCs taxed as S-Corps:
Only compensation that appears on the client's W-2 counts as Client Income for purposes of determining the client's contribution. For example, if a client receives his or her entire income as dividends from an S-Corporation, the client will not qualify to contribute to a retirement plan. Click here to learn more about eligible compensation
If you have questions about a specific client, call the Retirement Plan Specialists at Dedicated DB
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OnePersonPlus® is a registered trademark of Leaffer Shapiro LLC.