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