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Dedicated Defined Benefit Services logo — company profile

Dedicated Defined Benefit Services

Founded 2001 United States Glendale, United States 20 employees Financial Services, Legal Tech

General Information

Company Name Dedicated Defined Benefit Services
Founded Year 2001
Location United States Glendale, United States +1
Employees 20
Industries Financial Services, Legal Tech
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About Dedicated Defined Benefit Services

Dedicated Defined Benefit Services is a company dedicated to supporting high-income clients and their financial advisors with the sale and servicing of Defined Benefit (DB) retirement plans. These plans offer large tax deductions with annual plan contributions of $100,000+ for independent professionals, small business owners, and individuals with self-employment income. The company assists advisors in learning about small business Defined Benefit plans and identifying clients best suited to these plans. Especially notable is that, in an era where large corporations have phased out defined benefit plans due to costs, small firms with 1-5 employees can still derive considerable benefits and should consider this option. The IRS-approved defined benefit retirement plans offered by the company allow for the largest annual contributions for small business owners and individuals with self-employment income. This can result in substantial tax savings of $40,000 or more each year. Dedicated Defined Benefit Services handles the administration and reporting, while the high-income, self-employed earner (HISE) commits to a minimum contribution plan, and the financial advisor oversees the investment of the contributions. The company operates in the financial services and legal tech industries and was founded in 2001. With the potential for significant tax advantages and tailored support for high-income clients, Dedicated Defined Benefit Services presents an intriguing opportunity for investors seeking exposure to innovative solutions in retirement planning and tax optimization for small businesses and individuals.

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Dedicated Defined Benefit Services Alternatives & Competitors

Dedicated Defined Benefit Services vs
Pension Pros
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Dedicated Defined Benefit Services vs
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Dedicated Defined Benefit Services vs
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FAQ About Dedicated Defined Benefit Services

If you are a financial advisor who is interested in tax-advantaged options that help your high-income, self-employed clients convert income to wealth more quickly, learning about defined benefit pensions plans for independent professionals and other small businesspeople is your next step. We are...
Dedicated Defined Benefit Services was founded in 2001.
Dedicated Defined Benefit Services is headquartered in Glendale, United States.
Dedicated Defined Benefit Services operates in the following industries: Financial Services, Legal Tech.
Dedicated Defined Benefit Services has approximately 20 employees.
Top alternatives and competitors to Dedicated Defined Benefit Services include Pension Pros, Retirement Solutions Specialists, Retirement Administration, Inc., PensionQuote Inc., Steidle Pension Solutions, LLC. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Dedicated Defined Benefit Services and Pension Pros are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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