Fee Schedule

Plan Questionnaire

Key Dates

Investment Account Instructions

Please download the Plan Set-up Questionnaire and complete it with your client.

The information provided in the questionnaire will allow us to determine whether your client qualifies to open a Hartford Solo db plan and to more accurately estimate your client's maximum allowable contribution.

When your client is ready to set up a Hartford Solo db plan Please send:

1. Completed Set-up Questionnaire
   
2. Copy of the proposal and
   
3. Check in the correct amount

Mail to:

Dedicated Defined Benefit Services LLC
2555 Flores St.
Suite 555
San Mateo, CA 94403

Note

As soon as we receive the completed Set-up Questionnaire, we'll contact you for additional information to prepare plan documents and set up the plan. Your client must sign an adoption agreement by the end of the fiscal year for their business to make a contribution (and take a deduction) for that fiscal year. They'll have until the date they file their taxes - but no later than September 15th to make the contribution.