The flexibility of our portfolio of products coupled with our team's personal touch and expertise will give you the confidence you need to craft a long-term retirement strategy that works for you and your staff.
UMAFS advises physicians on providing flexible retirement plan benefits to their trusted employees, regardless of the size of your office. There are no plans too big or too small for UMAFS to service. Our mission is to assist all Utah physicians in meeting their financial goals as well as to evaluate the specific needs and goals of their staff.
UMAFS provides retirement plan services for 401(k), profit sharing, 403(b), 457, and defined benefit plans. We also provide services for non-qualified and ESOP plans.
UMAFS consults with plans as an ERISA 3(21) fiduciary for investments along with other services to include plan design, request for proposals (RFP), vendor searches, education and communication, ERISA compliance, competitive benchmarking and advice.
Our commitment to retirement plan clients helps you meet your Fiduciary responsibilities while providing employees with tools and resources to meet their retirement goals. Our independence and fee transparency allows us to provide unbiased advice and recommendations. We work in collaboration with leading trusted institutional partners to offer state-of-the-art retirement services.
UMAFS goes to great lengths to make offering a retirement plan a pleasant experience. UMAFS handles all participant level services including education and communication, advice, and executive financial planning.
We work directly with your staff to evaluate their specific needs and goals for their retirement plan. We then utilize additional education resources to help your staff successfully grow and develop their knowledge and experience. This allows your staff to build and manage their wealth to meet their individual financial goals.
UMAFS has helped thousands of physicians achieve their goals. We can help you too.
Schedule your no-cost
financial check-up today.