• “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

 

 

 

Retirement Plan Services

MedAmerica Financial Services has contracted with Schwab Retirement Plan Services to provide trust and recordkeeping services for its physician group clients.  Schwab Retirement Plan Services provides MFSI clients with access to the following:

  • Full Trust Services that segregate and protect your plan’s assets
  • Full website access for all participants
  • Daily balance information
  • Daily portfolio allocation capability
  • Loan initiation
  • Financial Planning & Advice
  • Portfolio Modelling Assistance 24 hour telephone access
  • Quarterly 401(k) statements available on-line or via mail
 

 

 

 

 

 

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