Arizona Dental Association Retirement Plan

The Arizona Dental Association is proud to bring you our endorsed partner, UBS Financial and the Arizona Dental Association 401(k) Multiple Employer Plan  

By joining the Arizona Dental Association 401(k) Multiple Employer Plan, you can provide an outstanding plan for you and your team. You will save money, reduce your fiduciary liability and spend less time on administrative tasks.

• No Annual Audit
• Cost savings on investments
• No individual Form 5500 reporting
• Minimal plan maintenance
• Flexible plan features, including safe harbor, Roth and profit sharing
• Customizable 401(k) plan design options involving eligibility, matches, vesting schedules and more
• Reduce your fiduciary responsibilities

How does this work:  The Arizona Dental Association 401(k) Multiple Employer Plan, from a government reporting standpoint, is treated like one large plan. The end result for you is a retirement plan with competitive investments, outstanding service, and someone else doing the legwork. Let us handle the paperwork for you.

Strength in Numbers: When you utilize the Arizona Dental Association 401(k) Multiple Employer Plan, you have all the advantages and flexibility of a stand-alone plan sponsor, but avoid the expenses, fiduciary liabilities and administrative headaches associated with sponsoring a stand-alone plan. The result is more time for you to focus on running your practice!

Let us handle the paperwork for you:  By participating in the Arizona Dental Association 401(k) Multiple Employer Plan, virtually all administrative tasks can be offloaded from you to Slavic401(k) and the Arizona Dental Association.

Tasks that can be shifted may include: 

• Administrative responsibilities
• Employee eligibility tracking
• Distribution
• Processing
• Plan compliance
• Non-discrimination testing
• Annual reporting
• Participant education/enrollment

The result is more time for you to focus on running your practice!  If your company is not an active member of the AzDA, the 401(k) Multiple Employer Plan benefit program alone makes membership worth considering. Member dues are a fraction of what you’ll spend to start and maintain a stand-alone company 401(k) retirement plan.

Already Have a Plan?  The Arizona Dental Association 401(k) Multiple Employer Plan will save your practice money, and improve the level of service on your current retirement program. If you take advantage of the Arizona Dental Association 401(k) Multiple Employer Plan, converting is an easy, streamlined process.

For Further Information:  Please contact the financial advisor for the Arizona Dental Association 401(k) Multiple Employer plan.