Insights

Tax advantaged DB Target high income self-employed clients and small business owners who can benefit from IRS-approved defined benefit retirement plans with substantial annual contributions, presenting this as a high-impact tax strategy.

Advisor enablement Leverage Dedicated DB Services’ pre-sales materials and administration support to empower financial advisors to identify suitable prospects and streamline DB plan implementation for clients.

Small firm focus Focus on firms with 1-5 employees and self-employed professionals who can maximize deductions through defined benefit plans, positioning as a cost-effective succession and wealth-building tool.

Automation advantage Highlight the turnkey administration, reporting, and tax optimization benefits to reduce back-office burden for advisors, creating a compelling efficiency pitch for prospective firms.

Market growth fit Promote DB plans as a differentiator in a landscape where larger corporations have cut DB offerings, appealing to small-business owners seeking aggressive retirement funding and tax savings.

Similar companies to Dedicated Defined Benefit Services

Dedicated Defined Benefit Services Tech Stack

Dedicated Defined Benefit Services uses 8 technology products and services including AdRoll, Google Ads, Microsoft Advertising, and more. Explore Dedicated Defined Benefit Services's tech stack below.

Dedicated Defined Benefit Services's Email Address Formats

Dedicated Defined Benefit Services uses at least 1 email format:
Dedicated Defined Benefit Services Email FormatsExamplePercentage
First.Last@dedicated-db.comJohn.Doe@dedicated-db.com
100%

Frequently Asked Questions

What is Dedicated Defined Benefit Services's phone number?

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You can contact Dedicated Defined Benefit Services's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Dedicated Defined Benefit Services's official website and social media links?

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Dedicated Defined Benefit Services's official website is dedicated-db.com and has social profiles on LinkedIn.

How much revenue does Dedicated Defined Benefit Services generate?

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As of September 2026, Dedicated Defined Benefit Services's annual revenue is estimated to be $25M - $50M.

What is Dedicated Defined Benefit Services's SIC code and NAICS code?

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Dedicated Defined Benefit Services's SIC code is 7299 - Miscellaneous Personal Services, Not Elsewhere Classified and NAICS code is 52 - Finance and Insurance.

How many employees does Dedicated Defined Benefit Services have currently?

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As of September 2026, Dedicated Defined Benefit Services has approximately 20 employees across 1 continents, including North America. Key team members include Managing Director: R. S., Business Owner: B. P. and Vice President: R. C. Explore Dedicated Defined Benefit Services's employee directory with LeadIQ.

What industry does Dedicated Defined Benefit Services belong to?

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Dedicated Defined Benefit Services operates in the Financial Services industry.

What technology does Dedicated Defined Benefit Services use?

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Dedicated Defined Benefit Services's tech stack includes AdRoll, Google Ads, Microsoft Advertising, Visual Website Optimizer, WordPress, Mimecast Secure Email Gateway, Google Cloud and DocuSign.

What is Dedicated Defined Benefit Services's email format?

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Dedicated Defined Benefit Services's email format typically follows the pattern of First.Last@dedicated-db.com. Find more Dedicated Defined Benefit Services email formats with LeadIQ.
Dedicated Defined Benefit Services logo

Dedicated Defined Benefit Services

Financial ServicesCalifornia, United States11-50 Employees

Dedicated Defined Benefit Services operates in the financial services sector, specializing in the sale and administration of defined benefit retirement plans for high-income, self-employed individuals and small business owners. The company supports financial advisors by providing expertise from pre-sales through ongoing administration, enabling clients to access substantial annual contributions and tax-daving opportunities through IRS-approved pension plans. Its services are designed to help independent professionals and small firms with self-employment income, including income from a working spouse, convert earned income into retirement wealth while potentially reducing taxable income.
Based in Glendale, California, Dedicated Defined Benefit Services positions itself as a resource for advisors seeking to identify suitable clients for small-business defined benefit plans and to manage the administrative and reporting aspects of these plans. The firm emphasizes that such plans can offer significant tax deductions for motivated high-income earners, and it notes that larger contributions are possible for small businesses and self-employed individuals compared with some corporate-defined benefit arrangements.

Section iconCompany Overview

Phone number
SIC Code
7299 - Miscellaneous Personal Services, Not Elsewhere Classified
NAICS Code
52 - Finance and Insurance
Employees
11-50

Section iconFunding & Financials

  • $25M - $50M

    Dedicated Defined Benefit Services's revenue is estimated to be in the range of $25M - $50M

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