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Office Retirement Plans

Client Centered

When considering introducing a qualified retirement plan to a dental practice, we are able to partner with our tax division to identify the most advantageous plan structure for both you as the business owner and as well as your employees. From there we will conduct a provider comparison to assist in selecting the best option based on needed features, benefits and costs. We will establish the investment options and provide the guidance and resources needed for plan participants to understand and utilize the full benefits of their accounts on an ongoing basis.

Options:

  • 401(k)
  • SIMPLE IRA
  • SEP IRA
  • Cash Balance Plans
Retirement Plan Choices for Small Businesses

Retirement Plan Choices for Small Businesses

Retirement choices can be intimidating. Picking the right strategy.
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Choosing a Retirement Plan that Fits Your Business

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.
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Retirement Plan Detectives

Retirement Plan Detectives

A couple become Retirement Plan Detectives, searching records from old employers.
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Take Charge of Your 401(k)

Keep up with your financial needs while avoiding common (and expensive) rollover mistakes. We put together this guide to help you potentially save thousands in taxes and fees, tips for speeding up retirement preparations, and critical mistakes to avoid.

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