After a lot of interest from listeners, we decided to do an episode focusing on 401ks and retirement plans for pediatric dentists. Jeff Wherry and Shawn Johnson from Treloar and Heisel join us to take a deep dive into 401ks. Shawn has been a guest on the show previously, and Jeff is the director of planning and research who specializes in helping doctors develop retirement plans for their practices. In this episode, we discuss:
- What are the different type of retirement plans that a pediatric dentist should consider?
- When is the right time to start thinking about a 401k for your practice?
- Understanding the tax savings of a 401k, and how much money can you put in?
- What is a third party administrator and how do they help the process?
- Understanding terms such as safe harbor, profit sharing, vesting schedules, and open architecture plans
- What is a defined benefit plan, and how does that layer over a traditional 401k for somebody ready to save more money?
For anybody interested in getting more information or looking to start the steps in setting up a retirement plan for their practice, I would recommend contacting Jeff at [email protected]

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