Retirement Plans | 401(k), Cash Balance, Defined Benefit

Retirement Plan Health Check: 4 Costly 401(k) Mistakes and How to Fix Them

Unlock the secrets to maximizing your 401(k) Profit Sharing Plan, as we unveil personalized strategies for doctors to navigate common pitfalls and supercharge their retirement savings.

Retirement Plans | 401(k), Cash Balance, Defined Benefit

Overcoming The Hurdles For A Successful Cash Balance Retirement Plan

Cash balance plans can be an excellent vehicle for funding your retirement, but there are 3 roadblocks you must overcome to unlock this plan's full potential!

Retirement Plans | 401(k), Cash Balance, Defined Benefit

Now’s The Time To Review Your Retirement Plan

When your practice retirement plan is properly designed, you'll enjoy substantially bigger tax savings and maximize contributions for you and your family. Are you in the best retirement plan?

Retirement Plans | 401(k), Cash Balance, Defined Benefit

Combination Retirement Plans Gaining Favor To Reach Retirement Goals

Is your retirement savings plan this creative and flexible?

Retirement Plans | 401(k), Cash Balance, Defined Benefit

IRS To Allow Mid-Year Changes To 401(k) Plans

If you've been thinking of making amendments to your current retirement plans, wait no longer!

Retirement Plans | 401(k), Cash Balance, Defined Benefit

How To Bring Your Defined Benefit Plan In For A “Smooth Landing” Into Retirement

Find out before it's too late if you're underfunding, or overfunding, your retirement plan!

Retirement Plans | 401(k), Cash Balance, Defined Benefit

How To Properly Invest Defined Benefit Funds To Limit Risk While Maximizing Tax Benefits (Online-Only Article)

Most investment advisors invest defined benefit plan funds the same way as other accounts. That’s a huge mistake that can cost doctors dearly.

Retirement Plans | 401(k), Cash Balance, Defined Benefit

Don't “Jump The Gun” On Taxable Roth 401(k) Conversions

While some financial planners have encouraged their clients to take advantage of a “loophole” to build tax-free retirement dollars, we urge doctors not to move too quickly.

Retirement Plans | 401(k), Cash Balance, Defined Benefit

Top Strategies To Maximize Tax Benefits From Your Retirement Plan

Fewer than 20% of doctors are getting the maximum tax advantage from their retirement plan. Follow these strategies to make it into this “top 20”!

Retirement Plans | 401(k), Cash Balance, Defined Benefit

Traditional 401(k) Salary Deferrals Vs. Roth 401(k) Salary Deferrals: Which Are Better? (Online-Only Article)

Tax-free Roth 401(k) salary deferrals are now available, but are they right for you? Several factors must be considered to determine which type of 401(k) plan is most beneficial.

Retirement Plans | 401(k), Cash Balance, Defined Benefit

Should Your Retirement Plan Allow Participant-Directed Investments?

Before you decide what type of retirement plan is best for you and your staff, know the pros and cons.

Retirement Plans | 401(k), Cash Balance, Defined Benefit

How The New Department Of Labor Disclosure Regulations Affect Your Retirement Plan (Online-Only Article)

All dental practices with a “covered plan” will be affected, so make sure you check out the new DOL regulations and understand your responsibilities!

Retirement Plans | 401(k), Cash Balance, Defined Benefit

Tax-Slashing Cash Balance Retirement Plans Gaining In Popularity

Below, we discuss the advantages and disadvantages of defined benefit plans and why cash balance doctors are sleeping easier!

Retirement Plans | 401(k), Cash Balance, Defined Benefit

How to Maximize Retirement Plan Tax Savings for Group Practice Doctors

How do partners in group practice reconcile different retirement plan funding goals, and still maintain fairness?

Retirement Plans | 401(k), Cash Balance, Defined Benefit

New DBK Retirement Plan Offers Increased Contributions; Is It Right For You?

Before you select the new DBK for your retirement plan, make sure you understand its shortcomings.

Retirement Plans | 401(k), Cash Balance, Defined Benefit

Six Strategies for Defined Benefit Doctors to Weather the Economic Storm

Doctors need to be aware of their funding options when large investment losses take a toll on their defined benefit plan.

Retirement Plans | 401(k), Cash Balance, Defined Benefit

The Growing Advantage of Defined Benefit Plans in Achieving Retirement Goals

A defined benefit plan allows doctors to maximize their tax-deductible savings, but is it right for you?

Retirement Plans | 401(k), Cash Balance, Defined Benefit

How To Determine If You Should Make Traditional Deductible Or Nondeductible Roth Salary Deferrals Into Your 401(k) Retirement Plan

Most doctors are not eligible to contribute to Roth IRAs. The Roth 401(k) may be the next best option…or maybe not.

Retirement Plans | 401(k), Cash Balance, Defined Benefit

Consider a “Tiered” Defined Benefit Plan to Boost Retirement Savings on a Cost Effective Basis

Adopting a “tiered” defined benefit pension plan and “add-on” 401(k) can double or triple retirement plan contributions.

Retirement Plans | 401(k), Cash Balance, Defined Benefit

New Law Increases Tax-deductible Retirement Funding for Over-40 Doctors

Doctors are now able to operate both a 401 profit sharing plan and a defined benefit plan.