California Dentists' Guild
Worry-free retirement and custom financial plans for dentists and their teams since 1966.
California Dentists
American dentists are retiring later than ever,* with more than 95 percent struggling to maintain their lifestyle in retirement,** according to two recent American Dental Association surveys.
Our mission: Help our members — California dentists and their teams — be part of the five percent who can retire comfortably. We’ve been at it for nearly 60 years.
How? By delivering cost effective, best-in-class retirement plans customized to the unique needs of our member practices.
What does that mean for you?
- Save time and money on plan administration and record-keeping.
- No account minimums or trading costs.
- Access to well-sourced investment vehicles and platforms.
- A high-value benefits package that attracts and retains top talent.
- Sophisticated technology tools paired with human advice.
As a not-for-profit, we also offer lower-cost, institutional class investments not typically available to the individual investor.
Let’s discuss how the California Dentists’ Guild can you help and your staff achieve the worry-free retirement you dream about.
*Source: Health Policy Institute and the American Dental Association, March 2022
**Source: Dentistry IQ, January 1, 2019, “Why 96% of dentistists struggle to retire: Stretched too thin”
We Act In Your Best Interest and Offer
Buying Power
Volume pricing without hidden fees or trading costs.
Plan Options
Plans that meet your needs and incorporate leading mutual fund families.
Fiduciary Responsibility
Our providers are ERISA designated 3(38) and 3(16) fiduciaries and accept fiduciary liability for our practices and their employees.
Checks & Balances
Our fiduciary advisory team monitors your holdings and makes changes to ensure optimal returns.
Not-For-Profit
Our sole mission is serving our dentists and their teams.
Sophisticated Online Tools
Monitor your investment performance 24/7 using our suite of state-of-the-art technology.
Questions? Contact us for a no-obligation analysis.
