OnePersonPlus® is an IRS-approved retirement plan that allows qualified small business owners, consultants, and the self-employed to make huge contributions to their retirement savings each year and take large deductions from current year taxes.

Estimating Your Contribution

We will calculate your annual contribution to a OnePersonPlus® based on:

		Your current age - the older you are, the more you will contribute each year to reach a specific goal
		The average of your three highest consecutive years of income. Eligible compensation differs based on your type of business. Learn more about compensation.
		Your planned retirement age - usually at least five years from the year you adopt the plan
		In subsequent years, the balances you have accumulated in your plan

Contributions to fund Maximum Benefit annually in retirement

* Since the participant only has 5 years of participation, the maximum benefit is limited to 50% of the maximum benefit payable at age 65 ($195,000).

Setting up a plan

You can work with your financial advisor or directly with us to design and set up your OnePersonPlus plan.

1. Call our Defined Benefit experts and request an estimate for you 1-866-269-2706

2. Complete our Set-up Questionnaire with the help of your tax advisor or CPA.

3. Send completed Set-up Questionnaire with a check for your set up fee to:

   Dedicated Defined Benefit Services LLC 2555 Flores St. Suite 555 San Mateo, CA 94403

4. Our DB plan consultants will call you to review your information and answer your questions.

5. Plans must be opened by the end of your fiscal year, generally December 31st.

6. You can open an investment account and begin to contribute and invest your retirement savings after your hear from us that your plan is established. The full contribution is due when you file your tax return.

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OnePersonPlus® is a registered trademark of Leaffer Shapiro LLC.