Please click the “Download” button above to download a PDF of the full presentation.
During this CE presentation, Scott Puritz and David Ranney addressed 5 areas to improve your dental 401(k) plan:
- Lower investing costs
- Bridge the “investment returns gap”
- Lower legal risk
- Make the 401(k) plan come alive
- Cash Balance Plans: Save more, pay less in taxes
If you would like to speak to a Rebalance financial advisor on any of the topics covered in the Tufts dental webinar, please feel free to schedule a call with us below.