CDG offers several retirement investment plan and fund options for new practices, established practices and retired dentists.
A 401(k) is a defined contribution retirement plan established by an employer for the benefit of employees. This 401(k) offers greater flexibility and allows you to customize a plan for you and your employees. A popular type of 401(k) is known as a Safe Harbor 401(k). You have options such as employer match or profit sharing, and many more.
A profit sharing plan is a type of defined contribution plan that lets companies help employees save for retirement. This is the most flexible of all retirement plans. You choose the amount you want to contribute from year to year, under certain IRS limits. And you don’t need to make a profit to contribute.
You could potentially see higher returns if you roll your IRA into our CDG platform. We’ll help you avoid common mistakes and unnecessary taxes and penalties.