Retirement Plan Services

As an owner of your practice, you face an exponentially greater number of time-consuming challenges – from claims submission and payment processing under new ICD-10 requirements, to staffing and workflow management. It can barely leave you enough time to care for your patients, let alone take on the complex responsibilities and liabilities associated with managing the firm’s retirement plan.

Yet your staff is the lifeblood of your business. Their security, well-being and long-term happiness are essential to the quality of your patient care and the future of your firm.

Whether you’re looking to start a new retirement plan or optimize your existing plan, our open architecture platform and institutional investment lineup combined with extensive plan design, fiduciary and regulatory expertise can alleviate much of the administrative burden and cost while maximizing allowable contributions. Our retirement plan services include: