Saving for retirement is one of the most important financial goals — yet if you are a physician that owns their practice, offering a 401(k) plan can be costly or complex to manage on your own.
That’s why AMWA is excited to introduce a powerful new benefit for our members: access to a Pooled Employer Plan (PEP), an innovative retirement plan solution designed to make saving easier and more cost-effective.
By joining the AMWA PEP, you can enjoy:
- Lower Costs: By pooling together with other AMWA members, you benefit from economies of scale, which can mean lower investment and administrative fees.
- Simplified Administration: Let the professionals handle the plan management — minimizing your paperwork and regulatory headaches (No need for 5500 filing).
- High-Quality Investment Options: Access a curated selection of low-cost investment options tailored to a variety of financial goals and risk levels.
- Flexible Eligibility: Whether you’re a solo practitioner, a small business owner, or part of a larger team, there’s a place for you in the PEP.
Who Can Participate?
The AMWA PEP is open to all members — that own their current practice and are seeking a streamlined retirement plan option for themselves and their employees. If you have a 401k already you can roll it under the new PEP, maintain authority, and access all the benefits of the PEP. If you do not have a 401k already, you will be eligible for up to $5,000 tax credit every year for the next three years for enrollment.
Next Steps: If you’re interested to learn more or have questions, please contact Stonewater Financial Group at [email protected] or Schedule Here.
Start planning your future today — with the trusted support of AMWA behind you!