Individual Defined Benefit Plans

Article Written by Jean Wangard, CFA, Executive Vice President - Retirement Services, on Individual Definded Benefit Plans and Individual 401k Plans. (CLICK HERE to download pdf.)

For information and quick facts for a OnePersonPlus solo defined benefit plan, please contact us.  There are a range of investment options available through our group program including preferred priced mutual fund programs and self-directed brokerage accounts, to advisor based open-platform investment portfolios.