Our Plans

Our members’ retirement needs are as varied as their dental practices.

That’s why there are no cookie cutter solutions here. We work with each member individually to structure a retirement plan that meets their goals.

Deliver cost efficiency

We offer best-in-class retirement plans and fund options without account minimums or trading costs.

Sit on your side of the table

We are a nonprofit. There are no hidden agendas here. We work for our dentists and will help you select a plan and a service model that meets your needs.

Offer enhanced purchase power

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

Provide access to world-class investment funds

Our buying power provides access to a variety of mutual fund families and their institutional shares, which are not available to retail investors.

Questions? Contact us for a no-obligation analysis.