Discover the Trust

Taking care of your practice starts with taking care of yourself

Being an independent or self-employed veterinarian shouldn’t mean compromising on saving for the future. A sound retirement plan can help provide a sense of financial stability for you and your family. Plus, it can allow you to focus on what matters most: your dedication to your work in the field.

Discover the AVMA Trust Retirement Plan

The AVMA Trust — in partnership with Transamerica, TAG Resources, and Envestnet — is sponsoring an association retirement plan designed specifically for veterinarians who are self-employed or work as independent contractors. This 401(k) plan is available to all self-employed AVMA members and their spouses and allows for both pre-tax and Roth contributions.

The AVMA Trust Retirement Plan offers an array of benefits, including:

 

Investment Options

Choose from a large selection of investment options that have been vetted by our experts.

Customization

You have the ability to customize the plan portfolio to meet your unique savings goals.

Online Resources

Turn to the plan’s dedicated website for quantitative and qualitative insights and reports as well as educational tools and resources.

Training and Support

Take advantage of personalized consulting services as well as training and support from financial advisors.

Ready to learn more?

 

Talk with an expert

More Resources

How does the plan work? Will I have support? Can I roll over an existing retirement account? Learn the answer to these and other questions in our FAQ or by watching our webinar.

Still have questions?

 

Talk with an expert

Before adopting any plan, sponsors should carefully consider all the benefits, risks, and costs associated with a plan. Information regarding retirement plans is general and is not intended as legal or tax advice. Retirement plans are complex, and the federal and state laws or regulations on which they are based vary for each type of plan and are subject to change. In addition, some products, investment vehicles, and services may not be available or appropriate in all workplace retirement plans. Plan sponsors and plan administrators may wish to seek the advice of legal counsel or a tax professional to address their specific situations.

 

While a Multiple Employer Plan (MEP) arrangement offers adopting employers the ability to delegate fiduciary functions to the MEP provider, employers should be aware that they still retain the fiduciary responsibility for selecting and monitoring the MEP provider. Because a MEP is treated as a single plan, a violation of the qualification rules by an adopting employer could affect the qualified status of the plan as a whole. To be treated as a single plan under the qualification rules, the adopting employers of a MEP must share a commonality—a connection among the adopting employers such as a trade or professional organization.

 

All companies referenced are separate and unaffiliated organizations.

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Tel: 800-228-PLIT (7548)
Email: info@avmaplit.com

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