High-Service, Low-Cost Retirement Plans for SDCDS Members

Say goodbye to the stress of managing your practice's retirement plan. Backed by the industry expertise of NestEggs and Farther, the SDCDS PEP delivers premium service and peace of mind — all at a fraction of the cost.

As a member benefit, our team offers a complimentary benchmark of your current retirement plan to help you identify opportunities for improvement and savings.

High-Service, Low-Cost Retirement Plans for SDCDS Members

Say goodbye to the stress of managing your practice's retirement plan. Backed by the industry expertise of NestEggs and Farther, the SDCDS PEP delivers premium service and peace of mind — all at a fraction of the cost.

As a member benefit, our team offers a complimentary benchmark of your current retirement plan to help you identify opportunities for improvement and savings.

High-Service, Low-Cost Retirement Plans for SDCDS Members

Say goodbye to the stress of managing your practice's retirement plan. Backed by the industry expertise of NestEggs and Farther, the SDCDS PEP delivers premium service and peace of mind — all at a fraction of the cost.

As a member benefit, our team offers a complimentary benchmark of your current retirement plan to help you identify opportunities for improvement and savings.

Why Choose The SDCDS PEP?

High Service

We handle the headaches — compliance, payroll, and plan management—so you don't have to.

Low Cost

Save compared to standalone 401(k) plans.

Maximize Tax Savings

Sophisticated plan design reduces taxes and boosts contributions.

Expert Support

Gain personalized financial and tax strategies with NestEggs and Farther.
Dentist preparing for practice transition or retirement
Owners and executives of mid-market DSOs
Dental entrepreneurs planning for long-term growth
Practice owners looking to build and preserve wealth
San Diego dentists seeking greater insight into their financial future

Empowering San Diego Dental Entrepreneurs

Joining the NestEggs Pooled Employer Plan gives your practice access to enhanced services, lower costs, and reduced fiduciary liability. With a team of dedicated experts by your side, you can count on proactive guidance, seamless administration, and a customized experience designed to make managing your retirement plan effortless.

Financial Questions We Help San Diego Dentists Answer

As a dental professional, your financial decisions today can shape your long-term success. These are some of the most common concerns we hear from SDCDS members. If any resonate with you — or you have questions about your own situation — we’re here to help.

How can I protect my practice from Department of Labor (DOL) audits?

How can I attract and retain the best staff through my retirement plan?

How can I maximize the tax savings from my plan?

Am I overpaying for my current 401(k) plan?

How do I know if my plan and investments are performing as they should?

Go Farther

*This chart is solely for informational purposes and should be considered only as a hypothetical situation. Investing in securities involves potential risks, including loss.

A sophisticated wealth platform that makes your life simpler

Our proprietary platform includes everything you need to easily, confidently manage your wealth — and nothing you don’t.

  • See your wealth in action
    Get a holistic view of your finances, all in one place.
  • Effortless to control
    A simple dashboard allows you to make changes to your portfolio directly.
  • Save time and hassle
    Get the answers you’re looking for at the click of a button.

The security of your assets is our top priority

  • Investments insured by SIPC up to $500K for each account
  • Your data is encrypted when stored and on the move
  • Your money is backed by trusted custodians, including Pershing, Apex, and Schwab

Tim McNeely

Vice President, Wealth Advisor
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Qualifications & Experience

  • Certified Financial Planner (CFP®)
  • Certified Investment Management Analyst (CIMA®)
  • Certified Exit Planning Advisor (CEPA®)
  • Certified Plan Fiduciary Advisor (CPFA®)

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