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.

 

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