Designed for doctors & clinic owners to maximize pre-tax contributions while staying fully IRS compliant.
Contribute significantly more than traditional 401(k) limits. Defined Benefit plans allow high-income professionals to shelter substantially more income pre-tax each year.
Fully qualified plans with proper administration. Every plan is designed and maintained to meet all federal and state regulatory requirements.
TPA services including annual filing and compliance. We handle the complexity so you can focus on running your practice.
New 401(k) and Defined Benefit plans need to be established by 12/31. DB contributions can be funded up until the business tax filing deadline.
Or call us directly at +1 (650) 668-2668