Sales Kit

Do you need a copy of DBZ’s handouts for a meeting? Look no further, a full list of all materials is below!

About DBZ:

• Company Brochure

Plan Specific:

• Defined Benefit Plans – An Introduction
• Cash Balance Plans
• Employee Stock Ownership Plan

Featured Services:

• 3(16) Fiduciary Services
• Small Plans Simplified – CORE+
• Small Plans Simplified – CORE

General Education:

• What is the Right Retirement Plan for Your Business
• Tax Credits for Retirement Plans

Articles:

• The SECURE Act passes in the House of Representatives ‐ May 2019
• Employee Stock Ownership Plans Are More Common Than Ever – April 2019
• Utilizing an Independent TPA Over a Bundled Service Why It’s the Right Choice for Your Company – April 2019
• What if your client fails their 401(k) testing – February 2019
• Fraud Attempts Targeting Participant Distributions: How You Can Protect Your Plan – November 2018
• Explore Your Retirement Plan Options Under the New Tax Law – July 2018

Proposal Request Forms:

(Please download onto your device prior to filling out document. If you do not, your information will disappear.)

• Plan Design Questionnaire
• Census

Have a Brochure Idea? Fill out the form below!