Defined Benefit Plans is a retirement-plan strategy and services provider that partners with CPAs and tax advisors serving high-income business owners. The company helps advisors explore defined benefit and cash balance plans as ways to increase retirement contributions and potentially reduce clients’ taxable income. Its offerings include custom plan design, 401(k) combinations, and cash balance strategies, with 401(h) medical benefits available in certain plan designs.

The firm manages plan implementation and ongoing administration, including documents, IRS filings, compliance, reporting, and updates as client circumstances change. It also provides a calculator and free tax-savings illustrations to help advisors estimate potential contributions and savings; estimates are illustrative, with final figures determined by a plan actuary. The company emphasizes a done-for-you partnership intended to let advisors stay focused on their practices while its team handles plan execution and support. Resources for tax professionals include articles, podcasts, webinars, and frequently asked questions. Defined Benefit Plans reports $18,785,983 in client tax savings and describes its team as having decades of specialized experience in defined benefit and cash balance plans.