Our Plans

You have a practice to run. We get it.

Let us help prepare a retirement solution customized to meet your needs.

Our fund options are offered with institutional pricing (cheaper than retail) without account minimums or trading costs.

We are a not-for-profit. We work for our dentists and will help you select a plan and service model that meets your needs.

Our app and web-based dashboard provide easy to use analytic tools and real-time plan information for our dentists and their employees.

Our platform takes care of your administrative and fiduciary responsibilities.

We’ll handle employee notifications and educational communications.
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Our team keeps an eye on plan performance and fees, and makes changes as needed.

We maintain individual accounts for our members, and pool their investments to gain better pricing.

We use institutional shares of leading mutual fund families, which are not available to retail investors.

Financial management is personal and can be complicated. We can refer you to professional financial advisors who can help.