Recommended HR | Retirement Providers | Payroll
Want to invest in your employees or your own financial future? Then establishing a retirement plan like a 401K is the first step. After many months of research, we are excited to have these 401K partners join our ODsonFinance community for the most affordable plan, low cost index fund choices, excellent customer support and well-known reputation!
Disclosure: Some of the links below are paid sponsors of this website. These recommended resources are heavily vetted and researched by us. We are extremely selective on who we want as sponsors because your trust in us is so vital for ODsonFinance to succeed. If you have feedback or concerns, please don't hesitate to contact us.
PEO | HR | Payroll
Owning and running a practice is already tough enough. You have enough on your plate trying to provide the best patient care, staying fully staffed and juggling all the back-office headaches that simply do not generate any revenue for the practice. Introducing EyeDeal Solutions, the practice owner’s new best friend. At EyeDeal Solutions, we match you with the best fitting Professional Employer Organization, or PEO for short. A PEO is an organization that has been around for almost 50 years and helps to handle your “Core 4”, which is HR, Benefits, Payroll, and Workers’ Compensation. Right now, you probably outsource some of this and handle the rest on your own after hours or on weekends. Why not let one team of experts and advisors handle all of this for you so that you can focus on patient care and practice growth?
- HR: Reduce or eliminate employee-related paperwork that drains your valuable time and conduct HR activities securely and efficiently. Get one-on-one help with creating an employee handbook, job descriptions, as well as employee training and performance management.
- Benefits: Attract and retain top talent with access to Fortune-50 type benefits like Health and medical, dental, life insurance, long and short-term disability, employee assistance programs, 401(k), and yes, even pet insurance! A PEO can also help to administer these benefits and provide user-friendly electronic onboarding and dashboards.
- Payroll: Our PEO partners provide accurate and reliable payroll, payroll tax filings, manage deductions, simplify time-tracking, and help you get a handle on compliance and reports. In addition, they will also streamline employment verification, onboarding, PTO approval, and employee access to paystubs, W-2s, and benefits info.
- Workers’ Compensation: Get access to cost-efficient coverage and hand off the administration and coordination of your claims. No more deposits or audits to drain your time.
In addition to the PEO Advisory services, EyeDeal Solutions can also help you with the Employee Retention Credit (ERC) program enacted by the federal government after the pandemic. We have partnered with several specialized firms that can help you receive up to $26,000 per employee. If you have not taken advantage of this already, or if you were told that you do not qualify, let our partners provide guidance.
Employer 401K and Solo-401K
Ubiquity Retirement + Savings is dedicated to making sure your 401(k) plan is tailored to meet your retirement goals. Over our 2 decades, we have helped 10,000 small business clients save over $2.5 billion towards their retirement. We also help clients take advantage of programs like Safe Harbor, 401(k) match, Roth and pretax contributions, and automatic enrollment for their employees. In addition to being fixed fee, Ubiquity is investment agnostic, empowering small business clients and their financial professionals to act in their own best interests.
Jason Gross, AIF®, CRPC® is a Senior Retirement Plan Consultant at Ubiquity Retirement + Savings who excels at assisting clients to achieve their business goals by developing and implementing successful retirement plan solutions. After spending nearly two decades in the retirement industry, Jason has routinely shared his expertise with institutions, financial advisors, and other retirement professionals for use with their client base. Jason specializes in retirement plans with a concentration in defined contribution while also maintaining a basic knowledge of employee benefits.
Location Requirements: Eligible in all States.
- Fee as low as $40 per month, plus $6 per month per person
- Payroll: Automated deductions, direct deposit & tax filing
- Employees Benefits: Health benefits, automatic saving, 401K & More
- HR Experts Support: Direct access to certified HR professional and other resources
Location Requirements: Eligible in all States.
Contact: Set up your Account Today for Low as $6
The Optometrist’s Guide to Short Term Investing
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6 Lessons That Dave Ramsey Get Right, and 6 Lessons That Are Completely Wrong
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Thoughts on the Current Economy with Peter Schiff (FB Live Event)
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8 Reasons Why Every Optometrist should Invest in Index Funds
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