Retirement Plan Services For Veterinary Practices

Secure A Well-Funded Retirement For Your Staff And Yourself

Retirement Planning For Veterinary Practice Owners | Ohio CPA FirmYou have worked hard to build a successful veterinary practice. You've hand-picked a team of talented staff and, together, you continue to serve countless animals and their families. You've certainly had a fantastic professional journey. But what about the next phase of your life and the continued well-being of your staff members? What have you done to help them plan for retirement?

Today, your employees are relying on you to help them save for their retirement. While that might seem like an intimidating thought, we can assure you that the benefits of helping them get there can really pay off for you and your vet practice.

Our retirement plan services team, has the skills and expertise to offer you a well-designed retirement plan, excellent administrative services and plan oversight guaranteed to put the needs of you, your team and your practice first – every time.

Read on to learn more about our retirement plan services and how adding a retirement plan to your benefits package will help you strengthen your practice.

Retirement Plan Services For Veterinary Practices

Retirement Plan Design Services - Your retirement plan should be as unique as your veterinary practice. Our team of retirement plan specialists work with you to identify which plan and features will result in maximum results.

Retirement Plan Administration Services - Once your practice's plan has been put in place, there's administrative work to manage. From participant recordkeeping and reporting, enrollment and distribution processing to governmental compliance and reporting, it's hard to keep it all straight. That's where we can step in to help.

Fiduciary Assessment And Consulting Services - Fiduciary standards are a hot topic these days, and for good reason. It's absolutely vital that the well-being of your plan's participants come first. Our team will review your plan's decision-making process, to ensure that it meets a defined global fiduciary standard of excellence in an effort to improve your plan's long-term performance.

Service Provider Search Services - The process of selecting your plan's service providers can be confusing. But it doesn't have to be. Find out how we can help.

PlanCompare - ERISA requirements can be easy to understand, but hard to comply with. This unique service helps you not only comply with these essential requirements, you'll do so affordably while gaining access to vital information about your fees and services.


Are you looking for more information about setting up and managing your veterinary practice's retirement plan? Email or call Mary Beth Koester, CVA, CEPA, at 614.889.8725 or email or call Paul McEwan, CPA, MTax, AIFA, director of benefit plan services, at 330.827.3414 to learn how this service can help you get more from your veterinary practice ownership journey.