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Benefits & Retirement Planning for Private Practices

August 5, 2026
Benefits & Retirement Planning for Private Practices

August 5, 2026 | 11:30 AM - 12:30 PM | Webinar
 

Private practices and physician owners are navigating growing pressure around talent retention, rising benefit costs, and long-term succession planning. A well-structured benefits strategy can help stabilize your workforce and support the future of your practice, but only when retirement plans are designed with your broader goals in mind.

Join Lutz experts Chris Wagner and Katie Blycker as they break down how benefits and retirement plan design impact private practice stability. They will compare Traditional and Custom 401(k) plans to Pooled Employer Plans (PEPs) and walk through key fiduciary, administrative, and cost considerations specific to physician-led practices.

This session will give practice owners and decision-makers practical steps to evaluate their current benefits approach and align retirement plan design with long-term operational and ownership goals.

KEY TAKEAWAYS: 

  • How to Assess & Refine Your Current Benefits Strategy
  • Trends Impacting Benefits, Retention, & Succession in Private Practices
  • Differences Between Traditional & Custom 401(k) Plans & Pooled Employer Plans
  • Fiduciary Responsibilities & Governance Considerations for Practice Owners
 

SEMINAR LEVEL: 

Intermediate

WHO SHOULD ATTEND:

 Medical Practice Owners, Healthcare Administrators, Practice Managers, Presidents, C-Suite Executives 

 

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