Dental offices, chiropractic practices, optometry, vet clinics, and med spas are all subject to state retirement mandates. Get compliant and unlock significant SECURE 2.0 tax credits.
Book Free Compliance Audit →Why It Matters
Most state mandates impose fines of $250–$500 per employee per year for non-compliance. The good news: setting up a qualifying retirement plan exempts you immediately — and federal SECURE 2.0 tax credits can offset up to $15,000 of your startup costs.
Flat-Fee Pricing
Unlike commission-based advisors, we charge a single flat fee — no percentage of assets, no hidden costs. SECURE 2.0 credits can cover most or all of your first three years.
| Business Size | Setup Fee | Annual Flat | SECURE 2.0 Credits |
|---|---|---|---|
| 5–15 employees | $1,500 | $600/yr | up to $15,000 |
| 16–30 employees | $2,500 | $900/yr | up to $15,000 |
| 31–75 employees | $3,500 | $1,500/yr | up to $15,000 |
*SECURE 2.0 Act credits available to employers with 100 or fewer employees. Credits apply to startup costs for the first 3 years. Consult a tax advisor for specifics.
How It Works
We review your state's mandate requirements, your employee count, and your current retirement setup — at no cost.
We design a flat-fee retirement plan optimized for your business size, budget, and owner contribution goals.
We handle the mandate exemption filing and ensure you maximize your SECURE 2.0 federal tax credits — often worth $5,000–$15,000.
Frequently Asked Questions
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