Specialties: Pension Plan Management

MedReceivables Financial Management specializes in 401K/Pension Plan Management for the Majority of our Physician Groups.

We specialize in assisting and guiding our groups within the following arenas:

• Provide protection to Plan Truster/Trustees
• Ensure your Plan Document is IRS approved
• Help create, maintain, and update your Investment Policy Statement
• Partnership with John Hancock and Hartford Insurance to provide an open architecture platform with over 200 funds to choose from across 40 different fund families
• Offer a “Model My Goals” program which offers diversified portfolio models which provide participants with a more consistent asset allocation mix based on risk tolerance at NO CHARGE!
• Offer quality reviews to go over investment performance

For further information, please contact Kristian Longo at 561-880-6719.