Retirement Planning

Interested in Starting a Retirement Plan for Your Office?

MDIS offers vetted, trusted partners to help — and it's a great time to take advantage of tax credits. 

There are tax credits for Small Employer Plans that you can take advantage of, which make it a great time to start a plan and join the MDIS Multiple Employer 401(k) Plan to save on the cost of administrative and 5500 filing fees.

You can use one of MDIS’ Trusted Partner financial advisors or bring your own (if they will work with our partners in the MEAP). While MDIS does not have a financial advisor on staff, it’s clear to them that using a “Trusted Partner” who has experience with dentists is just what MDIS clients need; therefore, they have partnered with a few great firms for dentists to have access to!

Call MDIS at 800-944-7550 to inquire and visit its Professional Alliance Investing page to learn more.