Plan Providers

The Physicians 401k participants bring over 200 years of expertise and leadership to the program. Please find specific details below:

Nationwide is a U.S.-based company with a strong and stable history dating back more than 90 years. As a mutual company, we don’t have shareholders, which means we can put members and communities first. We believe people are our greatest strength, our largest investment and the inspiration for everything we do. As a Fortune 100 company with a diverse corporate portfolio, disciplined investment approach and long-term vision, we’re able to navigate economic ups and downs.

Millennium Brokerage Group, LLC (MBG) is a strategic marketing partner of AMA Insurance. Founded in 1998, MBG is a leading provider of planning, insurance and financial services solutions.  Headquartered in Nashville, Tennessee, Millennium has operations with offices delivering advanced underwriting and planning services through advisors, banks, broker dealers, financial professionals and family offices nationwide.  Securities products offered through The Leaders Group, Inc., member FINRA/ SIPC. Millennium Brokerage Group is not affiliated with The Leaders Group, Inc.

Taylor Wealth Solutions is an established leader in comprehensive retirement plan services and individual wealth management. For more than 30 years, our team has provided clients – both individuals and group plan participants – the most innovative and comprehensive wealth management strategies.  Retirement plans play a key role in any wealth management plan. Our competencies in the retirement plan industry include a full range of services: investment management, third party administration (TPA), plan record-keeping, and legal consulting.

IRON Financial, LLC is an independent asset management firm with deep expertise in ERISA Management. Founded in 1994, IRON Financial has successfully built a comprehensive suite of intermediary Retirement Plan solutions including the offering of ERISA 3(38) services on a national basis to over 1,500 retirement plans. For more information about IRON Financial, visit www.ironfinancial.com.

Pentegra Retirement Services is a professional retirement plan administrator who accepts legal responsibility for the administration of 401(k)s and other plans. They were founded in 1943 by the Federal Home Loan Banks (FHLB) to administer a plan for FHLB employees, and continue to be one of the top providers to financial institutions. Pentegra is the Plan Administrator for a retirement plan offering introduced by AMA Insurance for medical organizations and practices. Visit www.pentegra.com.