Whether you are creating a plan for a startup medical practice or managing a plan with hundreds of participants, MEDIQUS has services to help.

Services for Trustees of Retirement Plans

Through an advisory relationship, our primary mission is to assist your medical practice or organization in meeting your financial objectives and fiduciary obligations. We help plan sponsors efficiently manage retirement plans and assist in educating participants of the importance of this benefit.

How can MEDIQUS help?

Our extensive knowledge building retirement plans for medical practices and medical organizations means we can assist in the development of a retirement plan(s) and help you implement best practices.

  • Evaluate Alternative Plan Designs to Maximize the Impact for Your Organization
  • Coordinate Your Retirement Plan Platform
  • Coordinate: Third Party Administration / Recordkeeping / Custodian Activities
  • Identify & Recommend Investment Alternatives for All Plan Participants​
  • Participant Focus: Education / Advice / Communication​

How can MEDIQUS help?

Our extensive knowledge building retirement plans for medical practices and medical organizations means we can assist in the development of a retirement plan(s) and help you implement best practices.

  • Coordinate Your 401(k) Plan Platform
  • Coordinate: Third Party Administration / Recordkeeping / Custodian Activities
  • Identify & Recommend Investment Alternatives for All Plan Participants
  • Participant Focus: Education / Advice / Communication

Create A Plan

Are you interested in starting a retirement plan for you and your employees? Having trouble navigating the complicated requirements and which administrators and platforms you should use? MEDIQUS specializes in the creation and implementation of retirement plans that fit your practice or organization’s needs.

What we will do for you:
  • We will help you select an appropriate and cost-effective retirement plan platform.
  • We will assist you in interviewing and choosing Third Party Administrators / Recordkeepers / Custodians.
  • From our extensive investment experience, we will help you select a menu of investment options and assist in creating investment models for your plan participants.
  • Following implementation, we will educate your participants on how to get the most out of the plan, provide overall financial planning advice, and communicate regularly to ensure the plan and its participants are satisfied.
Let us create a complimentary retirement plan proposal for your medical practice or organization!

Already Have A Retirement Plan?

If your medical practice or organization already has a retirement plan in place, but you are wondering if it is really working to its full capacity, let us complete a complimentary 2nd opinion review of the plan. We’ll examine the plan and let you know the areas the plan is performing well and areas that could potentially use some improvement.

  • How can we maximize contributions for key employees?
  • Are you paying too much? What are the costs associated with your plan and are they efficient?
  • Can we improve upon the investment options available in your plan?

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