“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

Adoption Agreements

If, you choose to utilize the MedAmerica sponsored plans, you will be required to adopt the plans. Here are sample adoption agreements:

• 401(k) Plan for Large Group Physicians (PDF)
• 401(k) Plan for Small Group Physicians (PDF)
• Defined Benefit Plan (PDF)

The forms provided include adoption agreements for new plans as well as existing plans. Consult with MedAmerica Financial Services to determine which forms must be completed.