When considering introducing a qualified retirement plan to a dental practice, we work with you and your accountant to identify tax-advantaged plan structures that benefit 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
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Watch this fun video for tips on how to search for missing money.
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