Benefit Planning

Reducing fees while increasing wealth-building opportunities.

OJM Group works with business owners and administrators to examine existing retirement vehicles, including an analysis of plan management fees and allocation of underlying funds. Our Benefit Planning team members can present options for qualified and executive benefit plans that may reduce fees and increase wealth-building opportunities for owners and employees.

ARTICLES

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Carole Foos

Tax Reduction Opportunity for Medical Practices

As most readers are certainly aware, the Tax Cuts and Jobs Act (TCJA), passed in…

VIDEOS

financial planning for physicians
Webcasts

Non-Qualified Plans

OJM Group Partner David Mandell, JD, MBA provides an overview of Non-Qualified Plans and describes…

PODCASTS

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Wealth Planning for the Modern Physician Podcast

Loans for Physicians, From Physicians

In this episode, David is joined by Dr. Zwade Marshall, an Anesthesiologist & Pain Medicine…