價值的財富

2022年5月25日

第一集中的401 k計劃,可以獨立的醫療和牙科實踐全國5月25日,2022年東部時間上午09:02湖奧斯維戈,鬥毆者——(業務線)——今天,健康專家聯盟有限公司(HPA)宣布了一項史無前例彙集401 k計劃,醫生的退休計劃,設計,可以獨立全國醫生和牙醫。HPA服務公司,專門支持獨立的醫生。這個池計劃提供了一個標準的退休計劃的好處,減少行政負擔。安全法案》在2021年退休計劃立法允許多個雇主一起稅收優惠的退休帳戶,專門一個401 k計劃,由雇主提供雇員。”這樣的提供,減少行政負擔,允許醫生花費這些時間來治療病人,同時支持員工進步的退休福利,“HPA CEO說,凱特Othus。計劃管理和發展與價值財富管理。其他供應商管理計劃組件包括一個大型全國公認的托管人和第三方管理員。“最近的法律的變化使這種獨特的交鑰匙提供可能,”Jeff格裏斯沃爾德說,首席執行官和鉛的財富與價值的財富管理顧問。“我們構建了這個計劃和我們的合作夥伴招募了,我們可以把定製的401 k計劃的運營成本低於行業平均水平。實踐最終可能平均每年將節省幾十個小時的管理時間。” This is a pooled 401K Plan but not a pooled account, meaning each one is customizable per private practice. It also provides for pricing discounts due to the consolidation of plan assets of many separate private practices and eliminates individual Form 5500 filings and audits. Medical and dental providers currently within HPA’s extended network total over 3,000 medical and dental professionals and all have access to this plan today, at the same time as HPA employees. “We have been looking for a plan like this for our private practice,” said Dr. Paul Elliott. “Historically we’ve been paying higher fees and have had to spend too many hours administering the fund annually.” HPA has created a service-based healthcare company where doctors not only enjoy discounted essential services and a cutting-edge data analytics dashboard, but they have the opportunity to be shareholders through a practice equity program that allows doctors to unlock the equity in their practice without having to sell to large healthcare systems or investors. Private practice owners interested in exploring The Doctor’s Retirement Plan, or membership, should contact Brendon Lundberg, HPA, at brendon@hpamembers.com or Jeff Griswold at Jeff@MeritWealth.com . About HPA Founded in 2018, Health Professionals Alliance provides a suite of personal and professional services intended to empower and preserve the independent doctor. This alliance employs a holistic approach to growth that helps doctors focus on what they do best, caring for their patients. For more information, visit hpamembers.com . About Merit Wealth Management Merit Wealth Management is a fee-only, independent wealth management firm primarily serving accomplished dentists and physicians across the country. The company oversees over $100 million for physicians and dentists across the country and provides financial planning services; portfolio management and pension consulting services. Its main office is located in Bend, Oregon. For more information, visit meritwealth.com . Contacts