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Is OnePersonPlus Defined Benefit Plan right for you?
Learn more
A Defined Benefit Plan for High-income Professionals, Independent Consultants, 1-5 Person Firms and the Self-employed
- Large current year tax deductions — up to $500,000 or more in tax savings over ten years
- Highest retirement contributions each year — $100,000 or more if qualified
- Full range of investments — mutual funds, annuities, securities, and/or insured deposits
- A large, steady stream of investment dollars each year for you to manage. Plans on average are funded for 8+ years
- Simplified plan set-up and administration — no need to be a technical specialist
- You prospect and qualify clients. We help close the sale and set up the plan
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 Defined Benefit
Plan NOW!
Set-up Questionnaire
Proposal Request Form
Complete a census and we'll run custom proposals for clients who need something special:
- Younger — we can increase contribution estimates
- Sole Props with employees
Questions?
Call our Defined Benefit Experts
toll free at: 1-866-269-2706
M - F, 9:30am - 8pm ET
- Create Custom Proposals
- Answer Technical Questions
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OnePersonPlus® is a registered trademark of Leaffer Shapiro LLC.