Simplified Retirement Planning for Dentists
Now There’s An Easier Way to Empower Your Team’s Future
Simplify Your 401(k)
Reduce Fiduciary Burden
Enhance Retirement Plan Efficiency
Focus on Patients, Not Paperwork
As the owner of a dental practice, your main priority is to deliver excellent care, not to deal with the complexities of 401(k) plans. However, the overwhelming job of choosing, overseeing, and ensuring a competitive 401(k) plan for your staff can consume your already hectic schedule. Spending hours on administrative duties and feeling the burden of fiduciary obligations shouldn’t divert you from your main goal - delivering exceptional care to your patients.
Discover the Freedom of Simplified Retirement Planning
Picture a scenario where the 401(k) plan for your practice runs seamlessly, with reduced administrative burden and fiduciary responsibilities. Your employees receive personalized investment advice, and the enrollment process is a breeze. This not only enhances the financial security of your workforce but also frees up your time to focus on patient care.
Proudly collaborating with:
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Get a 401(k) Plan Tailored For Your Practice
The NCDS Pooled Employer Plan (PEP) is designed with your needs in mind. It’s not just any 401(k) plan; it’s a comprehensive solution tailored for dental practices. With Cornerstone Wealth as your guide, you gain access to personalized investment advice, seamless workforce enrollment, and a secure plan that benefits both you and your employees. This plan not only eases the administrative burden but also reduces fiduciary responsibilities.
Your Partner in Practice and Retirement Planning
We recognize the specific financial requirements of healthcare professionals and are dedicated to simplifying the process of planning your 401(k). As one of three advisor firms in central North Carolina collaborating with Voya and the North Carolina Dental Society, we are dedicated to your financial well-being. With Cornerstone Wealth, you have a trusted guide to bring your current retirement plan from fine to great.
Your 401(k) Peace of Mind, Just Three Steps Away
Schedule a Consultation
Connect with our team to discuss your practice’s specific 401(k) needs.
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Plan Optimization
We’ll work with you to optimize your plan for your practice and individualize it to fit your requirements.
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Enjoy Peace of Mind
Focus on what you do best —
serving your patients.
Discover the Impact of NCDS PEP on Dental Communities
“Partnering with Voya to improve retirement plans for any NCDS members excites me because Voya shares our commitment to caring for our clients and building a better future for them.”
—Andrea Pine, Retirement Plan Advisor, Cornerstone Wealth, AIF
“There’s nothing greater as a financial professional than knowing we are serving small businesses and professional practices like yours.”
—Joe Sweeney, Partner, Retirement Plan Advisor, Cornerstone Wealth
Simplify Your Pathway to Retirement Security
Join the ranks of dentists who have embraced the PEP plan to:
Streamline your 401(k) administration, saving time and effort
Reduce fiduciary responsibilities, allowing you to focus on patient care
Provide your employees with personalized investment advice and secure their financial future
Enjoy peace of mind with a secure and beneficial plan for your practice
Receive expert assistance at every stage, from plan setup to workforce enrollment
Empower yourself with a cost-effective, manageable 401k plan that provides security and peace of mind. Join the ranks of dentists securing their future with Cornerstone Wealth.
Schedule a 401(k) strategy session today and take the first step toward a simplified retirement planning process.
In the meantime, Join Our Webinar on Navigating Fiduciary Obligations for Dentists