Defined Benefit Plans

The 412i Plan is the ultimate tax sheltered retirement plan for Physicians, Lawyers and Business Owners. You can contriubute up to 350,000 each year into your pension account with 100% tax-deductible dollars. Get your free quote for a Click here for a FREE plan analysis.

Top Rated Quotes provides complete Defined Benefit Plan administrative services for 412i and other Defined Benefit and Defined Contribution Plans. Our highly trained staff of account administrators offer personalized service and are organized into teams to ensure quality and consistency. Our team managers are educated in all areas of plan administration. They understand the many facets of the plan document and its relationship to the trust.

Our consultants and plan administrators spend many hours researching new federal and state legislation, interpreting the impact of various legislation and IRS regulations. We scrutinize all available information and client data, such as salary levels, the average age of the client’s workforce, which employees are considered favored, and individual ownership structure, for example, so that we can provide the optimal design and ongoing administration for the benefit of our plan sponsors. Our experienced administrators keep clients and their advisors informed of the most current issues affecting their plans

We offer the most competitive prices in the industry. Our brokers and advisors are experienced are dedicated insurance professionals are here to help.

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We have offices in all 50 states.

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