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Retirement Planning

One of the most rewarding things we do at Healthcare Management Consultants, Inc. is to help a Doctor arrive at retirement age with complete financial security.

We specialize in consulting with our clients to optimize the tax advantages and overall value of their retirement program. Our professionalism, integrity, and technical expertise and commitment to quality service allow us to offer you the resources of a large firm with personal attention and flexibility of a smaller firm.

We believe it is important for you to know that our consultants are not product salesmen. With no “axe to grind” we bring objectivity to your specific retirement planning needs. We work with the leading investment providers and your investment professionals to bring you the flexibility of choosing investments that work best for your plan.

If you have not yet established a retirement plan or are now re-evaluating your current plan, we can provide you with the know-how and objective quality advice needed to design the most appropriate plan for your circumstance.

Remember, we are here to help!

Our Retirement Services

We provide Third Party Administration services for:

  • 401k plans
  • Safe Harbor 401k plans
  • Profit sharing plans
  • Cross tested plans
  • Self employed (solo) 401k plans
  • Employee eligibility
  • Plan contribution calculations and participant allocations
  • Discrimination testing
  • Allocation of plan income and forfeitures
  • Participant statements
  • Prepare employer annual reports
  • Prepare form 5500 series
  • Administer plan loans and distributions
  • Submit required IRS and DOL reporting