Retirement Strategies for Dental Professionals
Plan, Design & Review
We evaluate your objectives and prepare an analysis of the Employee Retirement Plan that best fits your situation. If you already have an employee benefit plan in place, we can review the plan to make sure it is still the best option for the organization and the participants.
Investment Advice & Education
We can provide each of your Employee Retirement Plan trustees and sponsor with friendly advice and education about the investment options offered within your plan, account set up and investment monitoring.
Third-Party Plan Administration (TPA)
We offer full service Employee Retirement Plan administration for all types of retirement plans. Our third-party administration services are designed to keep you and your employees informed about your accounts and to keep you in compliance with ERISA guidelines.