Low-Cost 401(k) Solutions: Premium Features, Exceptional Service

With a Value Guarantee and hassle-free retirement plans, our “Perfect” plan makes for your perfect smile.

Retirement Plans Don't Have To Be Expensive Or Difficult

From small to large orthodontic practices, our tailored retirement plan solutions are designed to fit practices of any size, ensuring the right fit for your unique needs at an affordable cost.

Bundled Recordkeeping & TPA Services

AAO DISCOUNTED PRICING WITH AMAZING PLAN FEATURES

All of our plans include ZERO-COST Brokerage Window Accounts, ROTH, and Auto-Enrollment Options. 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

Meet the Power of Our Award Winning Plan Custodian

See What Some Of Our Clients Say About Us

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BOOTH #2832