Retirement Plan Solutions

More peace of mind, less paperwork.

One of the benefits of owning a dental or medical practice is the opportunity to help yourself and your staff prepare for a rewarding retirement. But running a qualified 401(k), profit-sharing, or similar retirement plan means navigating challenging choices, daunting regulations, and fiduciary obligations.

Thomas Doll’s retirement plan expertise and deep knowledge of the medical and dental fields allow us to address these and related challenges head on. We’ll manage your plan assets, help staff members make confident choices, assume your fiduciary investment-management obligations, and advise you on any remaining requirements. We aim to offer more for you as the plan sponsor – and for your participants.

Discover the Doctor’s 401(k) Solution™

Already have a retirement plan?

Request a complimentary analysis of your
current costs and investment options.

Frequently Asked Questions

Information about 401(k) deferrals, investments, and distributions for practice owners and staff.

Find answers

Maximum 401(k) deferral (under age 50)	$23,500
Maximum 401(k) deferral including catch-up 401(k) contribution (age 50 or older)	$31,000
Maximum 401(k) deferral including catch-up 401(k) contribution (ages 60 - 63 only)	$34,750
Profit Sharing 401(k) Plan Contribution Limit – including 401(k) deferrals (under age 50)	$70,000
Profit Sharing 401(k) Plan Contribution Limit – including 401(k) deferrals (age 50 or older)	$77,500
Profit Sharing 401(k) Plan Contribution Limit – including 401(k) deferrals (ages 60 - 63 only)	$81,250
Profit Sharing Plan Contribution Limit (also applies to Money Purchase and Target Benefit Plans)	$70,000
Maximum compensation for determining contributions	$350,000
Social Security Taxable Wage Base	$176,100
Maximum SIMPLE deferrals (under age 50)	$16,500
Maximum SIMPLE deferrals - including catch-up SIMPLE deferrals (age 50 or older)	$20,000
Maximum SIMPLE deferrals - including catch-up SIMPLE deferrals (ages 60 - 63 only)	$21,750
SEP Contribution Limit - lesser of 25% of compensation or	$70,000
Maximum IRA contribution	$7,000
Maximum IRA catch-up contribution (age 50 or older)	$8,000
Maximum HSA contribution for individual coverage	$4,300
Maximum HSA contribution for individual coverage (age 55 or older)	$5,300
Maximum HSA contribution for family coverage	$8,550
Maximum HSA contribution for family coverage (age 55 or older)	$9,550
Maximum FSA (Flexible Spending Account and/or Cafeteria Plan Healthcare Reimbursement feature) contribution	$3,300

Maximum 401(k) deferral (under age 50)	$23,000
Maximum 401(k) deferral including catch-up 401(k) contribution (age 50 or older)	$30,500
Maximum 401(k) deferral including catch-up 401(k) contribution (ages 60 - 63 only)	$30,500
Profit Sharing 401(k) Plan Contribution Limit – including 401(k) deferrals (under age 50)	$69,000
Profit Sharing 401(k) Plan Contribution Limit – including 401(k) deferrals (age 50 or older)	$76,500
Profit Sharing 401(k) Plan Contribution Limit – including 401(k) deferrals (ages 60 - 63 only)	$76,500
Profit Sharing Plan Contribution Limit (also applies to Money Purchase and Target Benefit Plans)	$69,000
Maximum compensation for determining contributions	$345,000
Social Security Taxable Wage Base	$168,600
Maximum SIMPLE deferrals (under age 50)	$16,000
Maximum SIMPLE deferrals - including catch-up SIMPLE deferrals (age 50 or older)	$19,500
Maximum SIMPLE deferrals - including catch-up SIMPLE deferrals (ages 60 - 63 only)	$19,500
SEP Contribution Limit - lesser of 25% of compensation or	$69,000
Maximum IRA contribution	$7,000
Maximum IRA catch-up contribution (age 50 or older)	$8,000
Maximum HSA contribution for individual coverage	$4,150
Maximum HSA contribution for individual coverage (age 55 or older)	$5,150
Maximum HSA contribution for family coverage	$8,300
Maximum HSA contribution for family coverage (age 55 or older)	$9,300
Maximum FSA (Flexible Spending Account and/or Cafeteria Plan Healthcare Reimbursement feature) contribution	$3,200

Retirement Plan Solutions

More peace of mind, less paperwork.

Discover the Doctor’s 401(k) Solution™

Already have a retirement plan?

Frequently Asked Questions

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SEP (Simplified Employee Pension)

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Retirement Plan Solutions

More peace of mind, less paperwork.

Frequently Asked Questions

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SEP (Simplified Employee Pension)

SIMPLE (Savings Incentive Match Plan for Employees)

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