Phil Dabney Email & Phone Number

For 45+ years, Benetech – a third-party administration and actuarial consulting firm – has specialized in helping advisors evaluate, design, present and service custom 401(k) and Defined Benefit plans for their small-business clients. For the past 20+ years I’ve been one of Benetech’s Southern California consultants.My job is to help advisors present their clients and prospects with a retirement program tailored for that client. I focus on making it easy for owners to make informed decisions about how their plan should be designed and operated. I do this by presenting their options in a concise yet easy to understand manner (not always easy considering the highly technical nature of 401(k) & DB plan operations).I work with advisors of all levels of 401(k) experience: from experts to novices.For advisors who specialize in retirement plans, I act as the technical member of their 401(k) team, helping to reinforce their team’s credibility by having a member who is an independent technical specialist.However I am also an easy-to-use resource for advisors with little or no experience with 401(k) plans. I am available to help any advisor review a current client’s plan, help present a 401(k) to a prospective client, or discuss effective 401(k) prospecting strategies.Specialties: Retirement plan sales and consulting – 401(k) plans – Defined Benefit plans – Cash Balance plans – Profit Sharing plans – cross-tested / New Comparability / Tiered Allocation plans – discrimination testing – ADP testing – 401(a)(4) testing – pension and 401(k) plan design – pension and 401(k) plan operations – 3(16) fiduciary support – financial advisor sales training – 401(k)/DB sales & tech webinars – CPA Continuing Education – public speaking – strategic planning and marketing.

Listed skills include Retirement Planning, Retirement, Pensions, Sales, and 8 others.