• “Their innovative and knowledgeable approach to retirement plans and financial planning has been an important component of the benefits we offer our employees.”
     K. Adams, COO
     Emergency Physicians Medical Group

 

 

 

IRS Plan Approval

All retirement plans designed and administered by MedAmerica Financial have been approved by the Internal Revenue Service as qualified plans.  “Qualified Plans” meet the requirements necessary to allow participants to shelter their current year contributions from taxation.

Several of these plans have passed the audit scrutiny of the Internal Revenue Service and the Department of Labor.

 

 

 

 

 

 

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