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Call Defined Benefit Services
toll free at: 1-866-269-2706
Monday - Friday,
9:30am-8pm ET
OnePersonPlus® is the easy-to-open defined benefit (DB) plan for professionals, small business owners and individuals with self-employment income.
High income clients want to keep more of their earnings by reducing their tax liabilities. Our clients contribute over $100,000 a year on average to defined benefit (DB) plans — for you to invest and manage. Learn more about who qualifies.
- Best qualifying tools in the business — Download our "Typical Clients" (pdf) to pinpoint clients in your client base. Try our instant calculator to see how much these clients can contribute and save in taxes — starting in 2013.
- New to defined benefit retirement plans? Check out our "Learn" section or sign up for DB 101. Call with questions right now: 1-866-269-2706.
OnePersonPlus defined benefit plan is supported by Dedicated Defined Benefit Services, the only national company focused exclusively on helping advisors target, market, sell and service defined benefit pension plans for HNW clients. As the "go-to" experts, we administer over 1000 defined benefit plans for 1-5 person companies.
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.
Open a DB Plan NOW! Proposal Request Form
Complete a census and we'll run custom proposals for clients who need something special. |
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TD Ameritrade and Dedicated Defined Benefit Services are separate, unaffiliated companies, and are not responsible for each other's services and policies. Access to Affinity Services Program vendors is provided as a service to financial advisors using the brokerage, execution and custody services of TD Ameritrade Institutional. These services are offered at a discount directly through the participating vendors. Participating vendors are independent and are not employees or agents of TD Ameritrade. TD Ameritrade does not guarantee nor is it responsible for the quality or accuracy of any third party's product or service. In no instance should the listing of a vendor be construed as a recommendation or endorsement by TD Ameritrade. Brokerage services provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC/NFA. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission.
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OnePersonPlus® is a registered trademark of Leaffer Shapiro LLC.