Advisors

OnePersonPlus is designed to be the easiest defined benefit plan to sell. Best-in-class support includes training and webinars for advisors, brochures and other materials for your clients, marketing presentations, and a quick calculator to estimate contributions and tax savings. We are investment-neutral, so you can use any funds, bonds, equities, annuities, or other marketable securities that you and your clients select for investment accounts. Our DB experts are available to answer questions and to run custom proposals at 866.269.2706.

Defined Benefit Calculator

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.

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OnePersonPlus defined benefit plans are supported by Dedicated Defined Benefit Services, (DB) part of FuturePlan by Ascensus. Dedicated DB is the only national company focused exclusively on helping advisors target, market, sell and service defined benefit pension plans for high net worth clients. As the "go-to" experts, we have established over 4,000 defined benefit plans for 1-5-person organizations. We specialize in retirement plans for high-income self-employed people, and welcome inquiries from individuals and small business owners who want to minimize their taxes and maximize their retirement savings. 866.269.2706.

Trusted by leading financial services companies including TD Ameritrade, Transamerica, Ameriprise, and hundreds of independent financial advisors and CPAs.

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