Low-Cost 401(k) Solutions: Premium Features, Exceptional Service
With a Value Guarantee and hassle-free administration, our AAO-endorsed and discounted “Perfect” plan makes for your perfect smile.
"A good retirement plan is more than a benefit; it's a commitment to the financial well-being of your employees, while bolstering your orthodontic practice's appeal as a great place to work!"
Retirement Plans Don't Have To Be Expensive Or Difficult
From small to large orthodontic practices, our customized retirement plans offer a comprehensive solution with a “Low-to-No” employer cost.
Bundled Recordkeeping & TPA Services
AAO DISCOUNTED PRICING WITH AMAZING PLAN FEATURES
Unlimited Brokerage-Window Accounts, ROTH, Safe Harbor, and Auto-Enrollment at no additional cost. No asset-based fees for Administrative expenses – EVER!
EXCEPTIONAL VALUE
As Low As
$125/month*
For The First 10 Employees
• 401(k) Plan / 403(b) Plan
• Traditional / Safe Harbor
• ERISA 3(38) Fiduciary Protection
• Brokerage Window Accounts
• ROTH Included
• Auto-Enrollment
• Plan Administration
• Plan Formation
• Recordkeeping
• Compliance Testing
• Form 5500 Preparation & Filing
• Employee Onboarding
• 180°‐360° Payroll Integraton
• Participant / Plan Sponsor Training
• Web Portals
• Ongoing Support
* Actual employer expense may be substantially lower in several circumstances. If you're setting up a 401(k) plan for the first time, substantial tax credits may apply in the first several years of your plan. And in all cases where the plan has sufficient assets, employer plan expenses may be deducted from participant assets, making employer out-of-pocket expenses zero.
See What Some Of Our Clients Say About Our Support Services
Previous slide
Next slide
VISIT US AT THE 2024 AAO ANNUAL CONFERENCE
