Client
benefits
Successful retirement plans begin with careful planning and data. We rely on Empower, one of the nation’s leading retirement platform providers, to offer advanced tools and technology for both dentists and their employees.
Built around your needs
Benefits for dentists
Fiduciary Administration Management
Oversee and manage fiduciary responsibilities efficiently.
Employee Communication
Ensure employees promptly receive all required notices and important updates.
Real-Time Plan Monitoring
Keep track of plan activity in real-time to support informed decision-making.
Pooled Employer Plans (PEPs)
Offer cost-effective, pooled retirement solutions to simplify administration and enhance outcomes.
Benefits for employees
Employee perks & privileges
Retirement savings monitoring
Easily track and manage retirement savings.
Performance metrics access
View and analyze investment performance metrics.
Retirement projections
Project future retirement income and expenses for better planning.
Contribution adjustments
Modify contributions and rebalance portfolios as needed.
Financial wellness assessment
Evaluate overall financial health and make improvements.
My Total Retirement™
A program offered to you by our partners, Empower.
Personal Investment Advisor
Personalized, one-on-one support from investment professionals to keep you on track.
Customized
Strategies
Tailored plans designed to align with individual retirement goals and life circumstances.
Ready to enhance your retirement plan?