All benefits
Practice Retirement Plans

National plan pricing. Built for your practice.

A custom-designed 401(k) for your practice, discounted with the ACG's pricing power: the economics of a large national plan with the customization your team needs.

Request a comparison 949.335.0199
National-plan
pricing for independent practices

ACG pricing power

The College’s scale negotiates costs a single practice can’t reach alone.

Custom plan design

Safe harbor, profit sharing, vesting and eligibility designed around your goals.

Fiduciary support

Investment monitoring and administrative support that lighten your fiduciary load.

Employee education

Enrollment and education sessions so your staff use the plan well.

How it works

Use the College’s scale and keep your flexibility.

401(k) costs fall as plan assets grow, which is why large employers pay far less per participant than an independent practice. The ACG platform pools membership to negotiate that pricing tier for individual practices.

Your plan stays yours: provisions, matching formulas and investment menus are tailored to your practice, and existing plans can typically transition with the provisions you want.

Next step

Request a plan comparison.

Starting a plan or reviewing an existing one? Your advisors will prepare a no-obligation side-by-side comparison.

No obligation. Your information is used only to respond to your request.

Thank you.

We've received your request, and an advisor will be in touch within one business day. If you need us sooner, call 949.335.0199 or email ACGbenefits@wmswealth.com.

More member benefits

Explore the other benefits.

High Limit Disability InsuranceView Physician's Life Income Plan™View Retirement Income PlanningView Employee Group BenefitsView Wealth ManagementView
ACG Member Benefits

Exclusive financial and insurance benefits for members of the American College of Gastroenterology, provided by Wealth Management Strategies.

Contact
ACG Benefits Line 949.335.0199
Fax 949.833.5810
ACGbenefits@wmswealth.com
Wealth Management Strategies

Wealth Management Strategies and the American College of Gastroenterology are separate, unaffiliated organizations; the ACG Member Benefits program is administered by Wealth Management Strategies on behalf of the College. This website is for informational purposes only and is not an offer to sell, or a solicitation of an offer to buy, any security or insurance product. Insurance products are offered through individually licensed and appointed agents and are subject to underwriting approval and state availability. Guarantees are backed by the claims-paying ability of the issuing insurance company. Investing involves risk, including possible loss of principal.

Duly registered and licensed financial professionals offer securities through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN), offer investment advisory products and services through Equitable Advisors, LLC, an SEC-registered investment advisor, and offer annuity and insurance products through Equitable Network, LLC (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.). Financial Professionals may solicit and transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or qualified. The information in this website is not investment or securities advice and does not constitute an offer. For more information about Equitable Advisors, LLC you may visit the Equitable Advisors website to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.

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Wealth Management Strategies is not owned or operated by Equitable Advisors or Equitable Network.

Questions about your benefits? Talk to an ACG benefits advisor at no cost.
949.335.0199 Schedule a call