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Dental 401(k) Education

Tax savings, plan design, fiduciary management, and retirement planning strategies for dental practice owners

Why Your Recordkeeper and Payroll Integration (or Lack of) Can Make or Break Your 401(k)

When your recordkeeper and payroll talk to each other, your 401(k) runs itself. When they do not, every pay period turns into manual data entry, reconciliation errors, and compliance risk.

A.J. Stevenson | Financial Advisor | Partner

April 2026

B vs U

Plan Design & Setup

Bundled vs Unbundled 401(k), Which Is Right for My Dental Practice?

The difference between bundled and unbundled 401(k) platforms affects your fees, investment options, and flexibility. Here is how to evaluate which structure fits your practice.

A.J. Stevenson | Financial Advisor | Partner

April 2026

SDBA

SDBA & Investments

What Is an SDBA and How Does It Connect Your 401(k) to Your Financial Plan?

An SDBA gives you access to individual stocks, ETFs, bonds, and mutual funds beyond the plan's standard menu. It's the bridge between your practice 401(k) and professional investment management.

A.J. Stevenson | Financial Advisor | Partner

April 2026

401(k)

Plan Design & Setup

401(k), Safe Harbor, SEP, SIMPLE… Which Is Best for Your Dental Practice?

Compare Safe Harbor 401(k), SEP IRA, SIMPLE IRA, and Solo 401(k) for your dental practice. See real tax savings numbers and find the right structure for your team.

A.J. Stevenson | Financial Advisor | Partner

April 2026

Fees

Plan Design & Setup

What Does a Dental Practice 401(k) Cost?

A dental 401(k) has fee layers most practice owners never see. Learn how to evaluate all-in cost, contribution capacity, and tax savings before choosing a plan.

A.J. Stevenson | Financial Advisor | Partner

April 2026

Plan

Practice Growth

Too Many Advisors, Not Enough Coordination: Why Dental Practice Owners Need a Unified Financial Plan

Dental practice owners often have plenty of professionals involved, but not enough coordination. See how a unified advisor helps connect the CPA, TPA, payroll provider, 401(k), investments, insurance, and personal financial plan.

A.J. Stevenson | Financial Advisor | Partner

April 2026

Ready to Take the Next Step?

Whether you have an existing plan that needs a second look or you're starting from scratch, we're here to help

Request a Plan Review

We'll analyze your current plan's fees, investments, and design, then show you exactly where the opportunities are

Request a Plan Review

Download Our Complimentary 401(k) Guide

Fee reduction, tax savings through plan design, and strategies most advisors never mention. Written specifically for dental practice owners

Get the Guide

Virtus Financial Partners is an investment advisor registered with the U.S. Securities and Exchange Commission; registration does not imply a certain level of skill or training. This content is for educational purposes only and does not constitute personalized investment advice, and Virtus does not provide legal or tax advice. Virtus receives compensation for the advisory services it provides. Certain Virtus representatives are also licensed insurance agents who may offer insurance products in a separate, non-advisory capacity for commissions, which presents a conflict of interest. Past performance is not indicative of future returns. Information is current as of the date published and is subject to change. You should consult your own attorney, CPA, and financial advisor regarding your specific situation.

Dental 401(k) Education

Why Your Recordkeeper and Payroll Integration (or Lack of) Can Make or Break Your 401(k)

Bundled vs Unbundled 401(k), Which Is Right for My Dental Practice?

What Is an SDBA and How Does It Connect Your 401(k) to Your Financial Plan?

401(k), Safe Harbor, SEP, SIMPLE… Which Is Best for Your Dental Practice?

What Does a Dental Practice 401(k) Cost?

Too Many Advisors, Not Enough Coordination: Why Dental Practice Owners Need a Unified Financial Plan

Ready to Take the Next Step?

Request a Plan Review

Download Our Complimentary 401(k) Guide

Dental Practice Owner's 401(k) Guide

You are all set