Self-Directed Defined Benefit Pension Plans

Take Charge of Your Company’s Pension Assets!

A Self-Directed Defined Benefit Plan is simple and easy to set up. The key is that you need to work with an Innovative Financial Adviser and Administrator. “Traditional” advisers may not realize that Pension Assets can be invested in any qualified investment just as in a Self-Directed IRA.

In the real estate investor community, Self-directed IRA plans are a widely known way that investors can take charge of their retirement savings and put it to work in financial alternatives and real estate. Pop culture brainwashes us into believing that we have to put our retirement savings into “Wall Street” IRA plans and 401(k) plans.

Your Adviser wants to earn a fee for managing your Pension’s assets. They have no incentive to let you know about investing in Real Estate and Financial Alternatives. To be fair, Real Estate investing is not for everyone. It requires specific knowledge and skills and a good Financial Adviser is not going to recommend Real Estate investing to a novice.

Savvy business owners of small, profitable, closely-held businesses know that an old-fashioned Defined Benefit Pension Plan is the best way to maximize the amount of tax-deferred contribution to their own retirement savings. A pension plan allows for far greater contribution limits than either IRA or 401(k) plans.

But the key question everyone has is, “Can I have a self-directed Defined Benefit Pension Plan?”


And its easy to set up and administer. You don’t HAVE to place your plan assets in traditional Wall Street Assets. You just need to work with an Innovative plan administrator that realizes Wall Street isn’t the only option AND has the actuarial experience to deal with financial alternatives and real estate.

If you are making a lot of money, a Defined Benefit Pension Plan is the most effective way for you to simultaneously put money away for retirement AND reduce your taxable income.

Download and read this FREE REPORT to learn more and see if a Self-Directed Defined Benefit Pension is right for you.

Please provide your name and email address for your free download.

Click the button to set up a time for us to show you how easy it is to take control of your retirement savings and maximize the amount you can contribute on a tax-advantaged basis.

Schedule an appointment