October 19, 2012
--- Dedicated Defined Benefit Service rolled out an improved
retirement comparison tool for advisers. ---
The personalized online tool helps advisers show high-income
clients the tax advantages of a defined benefit (DB) plan. The tool allows advisers
to quickly create a personalized DB plan plus a 401(k)
illustration estimating tax impact for a client with just a few pieces of
information.
The tool can compare a client’s personalized contribution for
a Simplified Employee Pension (SEP), Savings and Incentive Match Plan for
Employees (SIMPLE) 401(k) and DB plan. It can also prepare a six-page, client-ready PDF
proposal.
Dedicated DB focuses on helping advisers offer DB plans to
high-income earners and small-business owners. More information is available at
http://www.dedicated-db.com/.
PLANADVISER staff