For Doctors & Clinic Owners

Request Your Personalized Retirement Plan Proposal

Designed for doctors & clinic owners to maximize pre-tax contributions while staying fully IRS compliant.

IRS-Qualified California Compliance TPA Admin + Annual Filing

Calculate My Pre-Tax Potential Start Intake (3 Steps)

Doctor reviewing retirement plan options

Note: New 401(k) and DB plans generally need to be established by 12/31. DB contributions can be funded up until the business tax filing deadline (including extensions). We recommend starting as early as possible.

1. Company

2. Plans

3. Employees

Employees Worked in the Year

Include owners. Hours Code: F = Full-time (>1000h), P = Part-time (500–1000h), B = Break in Service (<500h).

Name *	Gender *	Birth *	Hire	Termination	Annual Comp *	Hours *	Owner? *	Owner % *	Relation

Add rows for all employees in the year (owners included).

Notes: New 401(k) and DB plans are generally established by Dec 31 for the plan year; DB funding may be completed by the business tax-filing deadline (with extensions). We’ll coordinate with a TPA to handle plan docs, trust setup, Form 5500, compliance testing, and IRS reporting.

Request Your Personalized Retirement Plan Proposal

Company Information

Plans & Contribution Preference

Employees Worked in the Year