Solo(cb) Plan: A Solution that Just Works

Request a Proposal

We will be delighted to review the potential plan opportunity and prepare a Pension Feasibility Study which will include:

  • Contribution opportunity analysis
  • Tax benefit analysis
  • Details for implementation
  • Fee disclosure documents

Download and complete the Interview Assistant to collect the basics for our analysis. Upon completion, email it to . We will confirm receipt, prepare a proposal, discuss the outcome, and will be available to co-present with you.


What is a Solo(cb)?

Who is a candidate?

When does it make sense?

How does it compare?

Why a Solo(cb)?

What are typical occupations?

See Case Studies

Download Whitepaper

Access Solo(cb) Kit

Get a Sample Intro Letter

Contact us

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