Merit Wealth, LLC

The Doctor’s Retirement Plan

A Retirement Plan

As a busy Medical or Dental professional with a practice to run, you want to make sure that you have the right retirement plan in place. You want choice, flexibility, and convenience, without the limitations, high costs, and record-keeping headaches associated with traditional plans.

Our Pooled Employer Plan (PEP) May Be the Answer

As a Pooled Employer Plan (PEP), our Doctor’s Retirement Plan enables you to “pool” your retirement plan and resources with the plans of hundreds of other doctors and dentists. This means significantly reduced costs and enhanced services. It also mean that most of the administration of the plan is delegated a third party, saving you many hours of paperwork and record keeping each year.

Whether you are looking to implement a new plan or replace your current plan, our Doctor’s Retirement Plan can make a real difference for you…and your team.

Benefits of a PEP

Lower Costs

Because of its scale and structure, the Doctor’s Retirement Plan’s fees are substantially lower than most traditional single-employer plans.

Less Risk

The Doctor’s Retirement Plan acts as a fiduciary and plan administrator, which frees you up from significant potential legal and financial liabilities.

More Time

With traditional plans, record keeping can be a major time and resource commitment. With the Doctor’s Retirement Plan, we handle all major administrative responsibilities.

Your Plan Team

The Doctor’s Retirement Plan is a best-of-breed retirement plan solution, bringing world-class expertise together to provide medical and dental professionals with an efficient and effective pooled retirement plan solution.

Whether you are looking to implement a new plan or replace your current plan, our Doctor’s Retirement Plan can make a real difference for you…and your team.

Wealth Advisor & Participant Education

Plan Recordkeeper

Third Party Administrator (TPA), 3(16) & Pooled Plan Provide

3(38) Fiduciary

Online Account Management –  easily track your progress on your own time!

Want more information?

Download our Information Sheet on The Doctor's Retirement Plan!

Ready to see if we are a good fit?