One-to-One Design helps you find the right fit
The Members Retirement Program was established with the understanding that the retirement plan design and set-up process can be overwhelming — even to the most educated dental professionals. That's why the Members Retirement Program insisted that careful consideration be given to providing all our members with one-to-one help through the process.
Based on information about your employees and salaries, as well as an understanding of your own retirement and business goals, your Retirement Program Specialist will work with you to help you determine which retirement plan or combination of plans offer the greatest advantage for you, the owner of the plan.
Since the program's only focus is retirement planning, our Specialists are skilled retirement program professionals, not investment counselors. And since each of Equitable's Retirement Program Specialists is a salaried employee, you can depend on your Specialist to give you advice that is objective, effective and made with your goals in mind.
For a complete explanation on how the Members Retirement Program helps you design a plan that's right for your practice, please consult with a Retirement Program Specialist.