• “They are always there!”
     H. Meisl, MD
     California Emergency Physicians




Retirement Plan Design

About Retirement Plans

  • Does your group currently have a retirement plan that limits physicians to $49,000 or less in annual contributions?
  • Are you tired of paying more in taxes every year?
  • Are your investment options restricted?
  • Do you pay front end loads on your investment funds?
  • Does your plan allow loans?
  • Does your current plan meet the requirements of Regulation 404(c)?
  • Does your plan committee meet periodically?
  • Would you like to save an additional $5,000, $10,000, or even $20,000 in tax payments each year?
  • Can you access your daily balances and make investment decisions on a daily basis via the world wide web?

MedAmerica Financial Services, Inc. specializes in 401(k) and Defined Benefit Plan design and administration for hospital based physician groups.  That’s our specialty!  That’s all we do!

Because hospital based physician groups have unique characteristics different from other groups, they can benefit from specialized designs that allow each physician to maximize their savings power and minimize their tax liabilities.

MFSI can help your group, whether large or small, design a retirement plan combination that meets your individual physician’s needs.  The plan includes almost unlimited investment options, plan loans, including tax deductible trust deed loans up to $50,000, periodic reviews to satisfy your group’s fiduciary requirements, and full web access via the nationally recognized services of Schwab Retirement Plan Services.

Call Chris Renner now at (800) 842-2808 or at rennerc@medamerica.com and find out how easy it is to start saving more and paying less in taxes.







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