FAQs

What Are DBZ’s Hours?

Our office’s hours are 8:30 am to 5 pm.

 

What is a Retirement Plan Third Party Administrator?

TPA’s provide the assistance and guidance you need to keep your retirement plan compliant with complex government regulations. DBZ’s plan administration services are tailored to fit your plan and may include:

  • Annual or quarterly valuations including detailed reports
  • Customized plan administration materials and the availability of a customer service representative to address participant inquiries for large plans
  • Employee meetings
  • Defined benefit plan actuarial services
  • Cost analysis

 

What Different Types of Retirement Plans Are There?

Please visit our Plan Types page to learn about the various plans!

 

What Type of Retirement Plan Services Do You Offer?

At DBZ our services include: plan design, TPA, plan document and consulting. For more information, please visit our Our Services page to learn more about what we can do for your existing or new plan!

 

How Much Money Can I Put Away For My Retirement?

Each year the U.S. government adjusts the limits for qualified plans and Social Security to reflect cost-of-living adjustments and changes in the law.  For a full list of 2018 and 2019 Plan Limits please, click here.

 

I’m a Current Client – How Can I Access My Plan Information Online? 

Your plan information is available to you at any time on our online portal PlanSponsorLink! Click here for step-by-step log in instructions.

 

I’m a Financial Professional – How Can I Access My Clients Plan Information Online?

Your client’s plan information is available to you at any time on our online portal PlanSponsorLink! Click here for step-by-step log in instructions.

 

I Might Be Interested In Starting A Retirement Plan For My Business – What Is My First Step?

We’re happy to help! Give us a call at 412-263-0102 or click here to submit an information request form!