Insights

Tax Efficiency Large tax-deductible contributions through defined benefit plans appeal to high income self-employed clients and small business owners, presenting a clear upsell opportunity for advisory firms seeking tax-advantaged retirement options.

Advisor Enablement Dedicated DB Services provides pre-sales support, materials, and administration, enabling financial advisors to expand their pension plan offerings with minimal internal overhead.

Administration Outsourcing The firm handles plan administration and reporting, allowing advisors to focus on investment strategy and client relationships, which can be marketed as a streamlined, compliant solution.

Market Gap Small firms and sole proprietors with self-employment income remain underserved by traditional defined benefit programs, creating a targeted market for growth through specialized DB solutions.

Strategic Partnerships The acquisition history by Ascensus signals consolidation in the retirement services space and potential for partnerships or channel alignment to scale sales efforts and broaden reach.

Dedicated Defined Benefit Services Tech Stack

Dedicated Defined Benefit Services uses 8 technology products and services including Visual Website Optimizer, Section.io, Font Awesome, and more. Explore Dedicated Defined Benefit Services's tech stack below.

  • Visual Website Optimizer
    Analytics
  • Section.io
    Content Delivery Network
  • Font Awesome
    Font Scripts
  • Element UI
    Javascript Frameworks
  • jQuery Migrate
    Javascript Libraries
  • Really Simple SSL & Security
    Security
  • X-XSS-Protection
    Security
  • FlyingPress
    Web Platform Extensions

Dedicated Defined Benefit Services's Email Address Formats

Dedicated Defined Benefit Services uses at least 1 format(s):
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 August 2026, Dedicated Defined Benefit Services's annual revenue is estimated to be $25M - $50M.

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

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

How many employees does Dedicated Defined Benefit Services have currently?

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As of August 2026, Dedicated Defined Benefit Services has approximately 20 employees across 1 continents, including North America. Key team members include Business Owner: B. P.Vice President: R. C.Director Of Sales & Marketing: R. L.. 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 Visual Website OptimizerSection.ioFont AwesomeElement UIjQuery MigrateReally Simple SSL & SecurityX-XSS-ProtectionFlyingPress.

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

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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