Defined Benefit


  • The most popular plan for building retirement savings quick!
  • By a predetermined formula, a defined benefit plan must provide for the payment of definitelydeterminable retirement income benefits.
  • Benefits and contributions under a defined benefit plan are not based upon profits.
  • Contributions are tax deductible.
  • Annual contributions may exceed $150,000 for a single owner.
  • Accumulations at retirement may exceed 2,000,000.
  • Retirement Age may be as low as 55.
  • Annual Contributions are flexible.
  • A defined benefit plan is subject to the IRS minimum funding standards.
  • Allows accumulation of maximum retirement benefits in the shortest time.

Defined Benefit Examples

  • $151,000 annual contribution: Age 60, earning $200,000.
  • $54,000 annual contribution: Age 40, earning $70,000.
  • $110,000 annual contribution: Age 50, earning $110,000.