A well-designed 401(k) plan helps medical practices attract and retain physicians, nurses, and staff. However, many Ascensus plans depend on outdated fund options or lack modern features. Benchmarking keeps your plan competitive in today’s healthcare labor market.
Holland Capital Management in Longboat Key, FL
The first thing to consider when looking to find a financial advisor in Longboat Key, FL: who are the team members? That’s critical since your financial well-being requires a lot more than just portfolio management. Along with attention to investments, you will likely need other services.
M. Chad Holland CFA, CFP®
About Longboat Key, Florida
Longboat Key
Longboat Key is a town in Manatee and Sarasota counties along the central west coast of the U. S. state of Florida, located on and coterminous with the barrier island of the same name. Longboat Key is south of Anna Maria Island, between Sarasota Bay and the Gulf of Mexico.
The Problem
Fund menus might not include the lowest-cost or most diverse options.- Plan features such as Roth contributions, auto-enrollment, or profit-sharing might be missing.
- Outdated design lowers employee satisfaction and hampers recruitment efforts.
Why Benchmarking Matters
- Benchmarking compares your plan’s design and features to those of peer medical practices.
- Shows that your benefit is competitive in attracting and keeping talent.
- Finds opportunities to improve staff outcomes without disturbing the current recordkeeper relationship.
How Holland Capital Helps
- Independent review of your Ascensus plan’s design, features, and investment options.
- Suggestions to improve employee satisfaction and boost retention.
- Focused on practical enhancements that add value for both physicians and staff.
Our Fiduciary Advantage
Holland Capital Management, led by M. Chad Holland, CFA®, CFP®, is an independent fiduciary advisory firm. We support medical practices in providing competitive retirement benefits while upholding fiduciary responsibilities.
Schedule a free Ascensus 401(k) plan quality review for your medical practice.
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Location
Longboat Key, FL - Hours
Monday - 9am-5pm
Tuesday - 9am-5pm
Wednesday - 9am-5pm
Thursday - 9am-5pm
Friday - 9am-5pm - Phone/Fax
P | 877-733-9435
F | (980) 500-1531 - Email Us
chad@hollandcapitalgroup.com
Frequently Asked Questions
+Why does plan quality matter?
Competitive retirement benefits help attract and keep skilled staff.
+Do plan improvements require changing recordkeepers?
Not necessarily. Many enhancements can be made within the current Ascensus framework.
+What features do staff value most?
Roth contributions, diversified funds, auto-enrollment, and transparent fee structures are becoming increasingly important.