401k Essentials

Enroll in the plan or update your information here:

1_circle

The 401(k) is an amazing tool to save for retirement. A 401(k) allows you to automate your savings, receive extra contributions from your employer, and lets your money grow completely tax-free!

2_circle

401(k) plans managed by PFG Investments are set up as pooled accounts. In a pooled account, everyone’s money is invested in the same account at Charles Schwab.

custodian_people
3_circle

The benefit of pooled retirement accounts include:

  • Lower costs. Shared costs mean lower costs. When you pay lower fees today, you keep more saved and invested for retirement.
  • Professional money management. Everyone participant’s money (both employees and doctors) is professionally managed, giving you the best chance for long-term success.
youtube-video-thumbnail