In this webinar we’ll discuss the motivation behind using retirement plans and go over the types of plans that practice owners can use to maximize their retirement savings. We will also explain our approach to creating an ideal retirement plan for small practices and how such plans can be implemented using low cost providers.
This webinar would be of interest to those who want to explore their options as well as to those who already have a retirement plan. This will be an interactive webinar, and we would like to allow plenty of time for questions.
Background information and resources
The following links will tell you everything you ever wanted to know about retirement plans, whether you are an employee, contractor or a practice owner.
Retirement plans for employees (hospitals, universities, other practices):
Retirement plans for small practice owners:
Retirement plans for solo owners (no non-spouse employees) and contractors:
Retirement plan case studies (examples of plan design including 401(k), Defined Benefit and Cash Balance):
Pooled vs. participant-directed 401(k) plans for small practice owners:
Types of services a small practice plan needs, criteria that can be used by practice owners to select the best small practice plan providers:
How to run a successful retirement plan: a guide for medical and dental practices:
This webinar is smartphone accessible.
Konstantin Litovsky, Principal
Nora Bethman, CEBS, QKA, QPA, ERPA, President
National Employee Benefit Services, Inc.
About Litovsky Asset Management
Litovsky Asset Management is a wealth management firm that offers comprehensive financial planning and retirement plan advisory services to doctors and dentists.We specialize in setting up and managing retirement plans for small practices, including 401k and Defined Benefit/Cash Balance.We utilize conservative investment strategies using low cost index funds, ETFs and individual municipal bonds. Our compensation is flat/fixed fees and we do not charge any asset-based fees or have portfolio minimums.We provide the best value to our clients by considering their financial situation as a system with many moving parts, all of which have to work together, so our advice is always comprehensive and covers all aspects of our clients’ finances.
About National Employee Benefit Services
National Employee Benefit Services provides comprehensive plan design and administration (TPA) services for retirement plans, including 401(k), cross-tested Profit Sharing, Cash Balance, Defined Benefit, 403(b), 457, Non-Qualified, SEP, SIMPLE and ESOP. National Employee Benefit Services, Inc. (NEBS) also provides compliance review, fee benchmarking, fiduciary training/consulting, voluntary compliance program filing, and IRS/DOL audit assistance.