Is Your 401(k) Plan Working as Hard as You Are?
Benchmark your retirement plan against industry standards and uncover opportunities to reduce fees, maximize your tax deductions, and strengthen fiduciary oversight.
WHY IT MATTERS
Why Benchmark Your 401(k)?
Maximize Your Plan
Optimize contributions with a retirement plan and profit-sharing strategy tailored to your practice’s goals.
Compare Providers
We’ll evaluate your current recordkeeper and third-party administrator (TPA) to help determine whether they’re still the right fit.
Ongoing Plan Reviews
Annual benchmarking and quarterly performance reviews help keep your retirement plan aligned with your business objectives.
Reduce your tax bill
The IRS allows up to $70,000 in annual 401(k) contributions for business owners — contributions that could directly reduce your taxable income.
Experience You Can Trust
At E2E Financial, we understand the unique challenges dental practice owners face. Our benchmarking process uncovers potential opportunities to reduce fees, maximize your tax deductions, and strengthen retirement plans while supporting your fiduciary responsibilities.
Ready to See How Your 401(k) Compares?
A comprehensive benchmark can uncover opportunities to reduce fees, maximize your 2026 tax deductions, strengthen fiduciary oversight, and provide greater value for both your practice and your employees.
HOW ELSE WE CAN HELP
Comprehensive Financial Solutions for Dentists
Financial Coaching for Dentists
Personalized financial planning designed specifically for dental professionals—from managing debt and increasing cash flow to building long-term wealth.
Investment Management
Build a customized investment strategy aligned with your financial goals, risk tolerance, and future retirement objectives.
Retirement & Practice Planning
From 401(k) benchmarking to retirement income strategies and practice transitions, we’ll help you prepare for what’s next.
THE 401(K) TAX ADVANTAGE FOR DENTISTS
By the Numbers
$25,900+
Per Year
$70,000
2026 Limit
$1M+
Lifetime Impact
* Example based on a hypothetical dentist earning $450,000 filing as a single filer in the 37% federal bracket. Actual savings will vary. This is not tax advice.*
* Statistics are for illustrative purposes only and based on source/methodology — e.g., “IRS contribution limits for 2026 and hypothetical income scenarios for dental practice owners earning $300K+”). Individual results will vary based on income, filing status, plan design, employee census, and other factors. This does not constitute tax or legal advice.*
RESOURCES & INSIGHTS
Our Blog
The Benefit Most Dentists Overlook
Whether you're an owner or an associate, understanding your 401(k) plan is crucial for a strong financial future. According to the DentalPost Salary Survey 2026, less than half of dental associates have a retirement plan, and associates with zero benefits jumped from...
Do You Know Your Numbers?
The most successful dental practice owners share one thing in common: they understand their numbers just as well as they understand their patients. As operating costs continue to rise, from staffing and supplies to overhead, having a clear picture of your practice's...
Are You Leaving Disability Benefits on the Table?
As a dentist, your ability to work is the foundation of everything. Yet one of the most overlooked gaps we see in dentists' financial plans is disability income protection. Most dentists have some form of coverage. But having coverage and having the right coverage are...
Ready to Strengthen Your Retirement Plan?
A complimentary 401(k) benchmark can help uncover opportunities to reduce fees, improve investment options, evaluate your current providers, and strengthen your fiduciary process. Let’s review your plan together.
The tax savings examples presented on this page are hypothetical illustrations only, based on a dentist earning approximately $450,000 in annual income in the 37% federal tax bracket. Actual tax savings, if any, will vary based on individual income, filing status, plan design, and other factors.
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We Support the GDA
