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401(k) Retirement

401(k) Overview

Care for your future

UMAFS was established in 1993 as a UMA member benefit to provide the tools, education and investment options that can help you prepare for the future and retirement. Over a near 20-year period, we have helped hundreds of Utah physicians and their staffs achieve their financial goals.  We can help you too.

Achieve your retirement goals

Reaching your retirement goals takes preparation.  As a general rule of thumb, most people need 70 percent or more of their final working salary to maintain their lifestyle during retirement. 

Personalized to meet your financial goals

Regardless of the size of your office, a trained and licensed investment advisor from UMAFS will meet with your office staff as a group as well as in one-on-one meetings.  This will help you evaluate your risk tolerance, return objective, and time to retirement.  We will also provide personalized investment advice, answer questions, and help you understand how much needs to be contribute to meet your goals for retirement or education funding.

Type of retirement plans

UMAFS can help you understand the different types of retirement plans available and advise you on what is right for your office.  Our retirement plan services include 401(k), profit sharing, non-qualified, 403(b), 457, and defined benefit plans.

Take action now and prepare for your retirement

Set up an appointment to meet with our trained and licensed advisors today!

 


Questions? Talk To Our
401(k) Specialist

 

 

 
Enroll Now

Visit the 401(k) enrollment center.  

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401(k) Rollover

Learn about your distribution options if you're changing jobs or entering retirement.

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