Financial Planning and Money Management
Financial Planning and Money Management
Get the straight facts about: -Retirement plans -Investment strategies -Investment products -Fees and anything else that is rarely discussed by the financial industry.
Blog By:
Kon Litovsky
Kon Litovsky

Medical Practice Group Retirement Plans: The Good, the Bad and the Ugly

7/17/2025 5:58:06 AM   |   Comments: 0   |   Views: 10
Medical practice retirement plans typically have more assets than the plans of other non-medical businesses with a similar number of participants. And with most of the assets held by the partners/owners, it should come as no surprise that one of the biggest reasons why medical practice plan sponsors decide to make changes to their plan is high assets under management (AUM) fees and higher-than-necessary expense ratios for the plan investment options.

While minimizing cost is important, there are several other key considerations that plan sponsors should know about. Management of larger medical and dental plans (with two-plus owners) can be challenging due to the following factors (please read the rest at White Coat Investor blog):

https://www.whitecoatinvestor.com/medical-practice-group-retirement-plans/
You must be logged in to view comments.
Total Blog Activity
997
Total Bloggers
13,451
Total Blog Posts
4,671
Total Podcasts
1,788
Total Videos
Sponsors
Townie Perks
Townie® Poll
Who or what do you turn to for most financial advice regarding your practice?
  
Sally Gross, Member Services Specialist
Phone: +1-480-445-9710
Email: sally@farranmedia.com
©2025 Dentaltown, a division of Farran Media • All Rights Reserved
9633 S. 48th Street Suite 200 • Phoenix, AZ 85044 • Phone:+1-480-598-0001 • Fax:+1-480-598-3450