Introducing the
Dental 401(k) Plan
An innovative retirement plan solution without the hassle.
As of January 1st, 2021, a new type of retirement plan became available for business owners called a Pooled Employer Plan (PEP). This innovative solution, which has been positioned to revolutionize the retirement industry, has created a unique opportunity for dental practices of all sizes to provide a cost-effective and secure retirement plan with fewer administrative burdens.
The Dental 401(k) plan is a PEP designed specifically for dentists!
How do we know what dental offices need in a retirement plan? For nearly two decades, the financial professionals at Allegiance Financial Group Advisory Services LLC (AFGAS) have been dedicated to serving dentists and their families.
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We understand that your practice keeps you tied to the chair. That is why we created the Dental 401(k) plan, to help you:
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offer a quality 401(k) plan at a lower cost
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maximize your retirement savings
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take full advantage of tax incentives
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decrease administrative hassle
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reduce fiduciary liability
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simplify your plan decisions
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recruit & retain top talent
Introducing the Dental 401(k) Plan
An innovative retirement plan solution without the hassle.
As of January 1st, 2021, a new type of retirement plan became available for business owners called a Pooled Employer Plan (PEP). This innovative solution, which has been positioned to revolutionize the retirement industry, has created a unique opportunity for dental practices of all sizes to provide a cost-effective and secure retirement plan with fewer administrative burdens.
The Dental 401(k) plan is a PEP designed specifically for dentists!
KEY BENEFITS
01.
HIGH QUALITY &
COST EFFECTIVE
Benefit from economies of scale by combining assets with
other adopting employers under one plan for pricing discounts.
02.
REDUCED FIDUCIARY LIABILITY
Offload the maximum amount of fiduciary liability.
Our experienced team takes on all plan administration and investment decisions.
03.
FEWER ADMINISTRATIVE BURDENS
Focus on your business, not your retirement plan. All aspects of the plan including set-up, enrollment, operations,
compliance and more managed by professionals.
04.
CUSTOMIZABLE PLAN OPTIONS
Build a plan that fits your practice. Choose from premium plan features and investment options specifically selected for dentists.
05.
ATTRACT & RETAIN TOP TALENT
3 out of 5 employees say they’re more likely to stay at a job that offers useful financial health benefits.*
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*Financial Health Network. “Better for Employees, Better for Business.” Sept 2019.
MOBILE APP
Our mobile app provides participants with fast, easy access to their accounts. It is available through the Apple Store and Google Play. Key features include account balances and details, investment information, personal rates of return and contribution history.
You work hard to save for your future and we work hard to protect your data and assets. Learn about cybersecurity measures.
HOW IT WORKS
Individual Plan
With the Dental 401(k) plan, your administrative and fiduciary responsibilities are handled by knowledgeable professionals. By combining decades of experience, you benefit from a powerful, deep support bench with one central leader: Allegiance Financial Group Advisory Services LLC (AFGAS). The team manages all aspects of the plan including set-up, enrollment, education, operations, investments, compliance and more!
Dental 401(k) Plan
WHY WE CARE
For nearly 20 years, the team at AFGAS has helped dental professionals and their families make confident decisions about their financial direction. Our firm was founded by a son of a dentist, so our dedication is personal. We understand the unique challenges you face as a dentist with an independent practice.
Our team of retirement plan advisors and Certified Financial Planner™ professionals have made it their mission to help dentists (like our founder’s dad) so they can feel more confident that their personal and business finances are on the right track.