American Veterinary Medical Association (AVMA)
401k group retirement plan
The American Veterinary Medical Association (AVMA) is now offering a new 401k group retirement plan for AVMA members, available to practice owners and self-employed veterinarians. A 401k is the optimal retirement plan available today, and now you and your employees can easily take advantage of this financial benefit.
Offered only through a fiduciary and Transamerica, who is selectively working with Prism Capital Management, LLC, all veterinarians and their employees are now able to participate in similar 401k plans and benefits as those of large corporations. The sooner you start, the stronger the foundation for retirement-income will be for you and your employees.
Whether you’re just starting your 401k plan or want to easily roll-over your existing retirement plan, you’ll experience access to a greater number of investments and substantially lower administrative costs.
Offered only through a fiduciary and Transamerica, who is selectively working with Prism Capital Management, LLC, all veterinarians and their employees are now able to participate in similar 401k plans and benefits as those of large corporations. The sooner you start, the stronger the foundation for retirement-income will be for you and your employees.
Whether you’re just starting your 401k plan or want to easily roll-over your existing retirement plan, you’ll experience access to a greater number of investments and substantially lower administrative costs.
Advantages of the AVMA 401k Group Retirement Plan
Practice owners and employees:
- Tax-deferred deductions
- Access to a broad range of investments vs. other retirement plans
- Profit sharing can be included
- Employer contributions
- Local, dedicated fiduciary financial advisor – fee-based only, no stock-trade commissions
Practice owners:
- Deeply discounted administration rates
- Easy, turn-key solution without red tape, and managed by Prism Capital Management, LLC
- Optimized business tax deductions, credits, and deferment limits
- Incentive for employee retention
- Part of total compensation package
- Easy vesting schedule set-up
- Local, dedicated fiduciary financial advisor – fee-based only, no stock-trade commissions
Hassle-Free Roll-over Existing Retirement Plans
If you currently have another type of retirement plan, let’s review it. It’s never too late to consider a roll-over conversion to optimize your tax deductions, contributions, and vesting schedule.
- SIMPLE or SEP plans are seamlessly rolled over to the AVMA 401k group plan.
- Get the same benefits as veterinarians who are setting up their new 401k plans.
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As an independent advisory firm, Prism Capital Management is not pressured by a parent company to direct you into their proprietary products. As a result, we have the freedom to provide you with a wide variety of investment choices from among the best that the financial services industry has to offer. And as a Registered Investment Advisor with the Securities Exchange Commission, we have a fiduciary responsibility to always put your best interests ahead of ours. You never have to worry about a conflict of interest when we make a recommendation.
As a fiduciary, we're different from other advisors.
As a Registered Investment Advisor regulated by the U.S. Securities And Exchange, Prism Capital Management LLC works exclusively for you, putting your interest first in all we do. Working as your advisor, we are a fiduciary and must always protect your best interests and disclose to you any conflicts that could prevent us from serving your best interests.
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Schedule Your AVMA 401K Consultation
Send us a note below to meet with Prism Capital Management and discuss how we can help you make the most of all that you own, now and for decades to come!