Retirement Plans for Dentists & Physicians

Evaluating AUM Fees for Small Practice Retirement Plans

Because most of the money in small practice plans belongs to the owners, they pay the bulk of the fees, and if your plan has AUM fees, you can potentially save a lot of money if you calculate what you are paying in fees, and determine whether you can make changes to the plan to minimize or eliminate completely all AUM fees in favor of fixed/flat fees. Read on

Our services

Litovsky Asset Management offers comprehensive retirement plan advisory and investment management services. We specialize in setting up and managing retirement plans including 401(k) and Defined Benefit/Cash Balance for solo and group medical and dental practices, and we serve in an ERISA 3(38) fiduciary capacity. Our compensation is strictly a fixed/flat fee and we do not charge any asset-based fees or have portfolio minimums. We always act as fiduciaries in the best interest of our clients. Read on

Why us?

We set up low cost, custom-designed 401(k) and Cash Balance plans, select the best plan service providers for your plan, and provide ongoing compliance and fiduciary support. Read on