Evaluating AUM Fees for Small Practice Retirement Plans
When it comes to personal financial planning, the industry is starting to move towards ,which is a welcome development for doctors and dentists who are highearners and high net worth (though not necessarily at the same time).When charged for personal financial planning services, can be even more...  Read More
Design the Best Pension Strategy for Your Cash Flow: What Are the Various Expenses of a Qualified Plan?
Tom Bodin, a Practice Integration Advisor with , works with dentists to help them achieve financial freedom through a comprehensive approach to wealth management.As a practice owner, one of the major concerns when identifying the right qualified plan(s) for your circumstances will be its costs....  Read More
Design the Best Pension Strategy for Your Cash Flow: I Think I Need a 401(k) Plan. Where Do I Start?
Katie Collins, a Practice Integration Advisor with , helps dentists order their financial lives and reach financial peace of mind so they can better focus on what truly brings them joy.So, you are looking to increase your contributions to a pre-tax retirement account and are wondering if a 401(k)...  Read More
The Ideal Retirement Plan for Your Practice
Your CPA informs you that profits for the year will top expectations,and that you should start thinking about using a retirement plan toshelter some of that income from taxes because you will be in thehighest federal and state.After doing some research, you find that there are two types of...  Read More
Design the Best Pension Strategy for Your Cash Flow
Mike McAninch is a Practice Integration Advisor with, where he specializes in helping dentists connect their money and their values to realize their most important financial goals.So far in this, we’ve shared with you wealth building strategies focused primarily on your practice and personal...  Read More
How To Reduce Your Practice Retirement Plan Cost
It is well-known that the majority of retirement plan providers thatserve the small and mid-sized retirement plans are bundled platformsthat make most of their money via asset-based fees.  Many plan providersdo not offer the best available solutions to small solo and grouppractice plans, and this...  Read More
Small Practice Retirement Plans: How They Are Different
At first glance, the only difference between small practice and large company retirement plans is the number of participants. Everything else would seem to be identical – both plans have a Third Party Administrator, a record-keeper, a custodian, an investment adviser, mutual funds,...  Read More
197 Corporate Retirement Plans with Tom Zgainer : Dentistry Uncensored with Howard Farran
Your 401(k) might not be as cool as you thought it was.Stream Audio here: AUDIO - HSP #197 - Tom Zgainer Watch Video here: VIDEO - HSP #197 - Tom Zgainer Howard and Tom discuss plan...  Read More
Long Term Cost of Retirement Plan Asset-based Fees
Many bundled 401(k) plans offered to small practices can have very high fees, which include mutual fund fees and other asset-based fees. Fees average about 1.5% but at the high end of thespectrum fees can be as high as 4%. These AUM (assets undermanagement) fees always grow as your account grows....  Read More

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