Retirement Fees
Our firm frequently works with qualified plans on a fee basis. Details of the total fees are provided in our customized proposal materials that can be provided for you.

In many cases an employer/plan sponsor has not engaged an investment advisor. Rather, plan participants use a variety of brokers, planners or insurance agents to help the participant with their plan balance. Not only does this arrangement create the potential for regulatory errors and increased trustee liability but also results in an unnecessarily high expense levels.

By consolidating this function under the services offered by MEDIQUS you can realize a substantial reduction in plan participant costs. Our fees can be billed to the practice (contact your tax professional for deductibility questions) or the plan, whichever is more efficient for your accounting requirements.

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