401K Retirement | Payroll
With these resources, you can provide your employees with a competitive benefits package and ensure that they are taken care of in their retirement years. Plus, you can free up your time to focus on what you do best - providing top-notch eye care to your patients.
Employer 401K Profit Sharing | Solo-401K | Gusto-Integrated
Human Interest is here to help ODs see to their retirement future. In partnership with ODs on Finance, who are also clients. We help make it easier to plan for retirement by offering a simple, affordable retirement solution that integrates with over 500 different payroll providers.
401(k) for Optometry Practices
- ✅ Up to 6 Months Free for ODs on Finance
- ✅ $160 Month base fee + $7 employee (20% of Concierge Tier for ODs on Finance). Basic Plan starts at $120/month. NO Set-Up Fee.
- ✅ Up to $16,500 in Tax Credits*
- ✅ No Set-Up Fee & Zero Transaction Fees
- ✅ Profit Sharing up to $69,000 Comparability Set-Up to Maximize Owner’s Contribution
- ✅ Fully integrated with Gusto
Benchmark your current plan, or see how Human Interest can help you with your retirement goals.
🗓️ To Get a Demo & ODoF Pricing: Schedule an online consult here
👉 Member Promo: Act now to receive Up to SIX MONTH FREE (via Tech Credit) & 20% off Concierge Tier for ODs on Finance. No Set-Up Fee.
📧 Lexie Thayer | Alexandra.Thayer@HumanInterest.com | Partner Account Manger
📧 Crystal Pina | Crystal.Pina@HumanInterest.com | Account Executive
Employer 401K | Solo-401K Self Employed
Since 1999, Ubiquity Retirement + Savings has tailored 401(k) plans to help 16,000+ small businesses save over $3 billion. Our team of retirement experts provides personalized advice on Safe Harbor, 401(k) match, Roth and pretax contributions, and automatic enrollment to maximize benefits for you and your employees. Ubiquity's transparent, low-cost, investment-agnostic plans ensure that clients and their financial professionals can choose the best options for their specific needs.
401(k) for Optometry Practices
- ✅ Simplify plan administration and payroll with seamless integration.
- ✅ Lower your taxable income with 401(k) contributions.
- ✅ Affordable, flat-fee plans starting at $97/month.
- ✅ Leverage tax credits to cover plan startup and administration costs for the first three years.*
- ✅ Tailored 401(k) options for both self-employed and small businesses.
*Up to an annual cap of $5,000, subject to IRS requirements.
👉Member Promo: 50% OFF SET UP FEE. BOOK ONLINE FREE CONSULT
Location Requirements: Eligible in all States.
📧 Jason Gross, AIF®, CRPC® | jgross@myubiquity.com
Payroll | Human Resources
Attention Optometrists: Managing a thriving practice is no easy task—especially when payroll and HR challenges take time away from patient care. What if you could simplify these crucial tasks while ensuring compliance and top-notch employee management? With Gusto, in partnership with ODs on Finance and For Eyes Bookkeeping, you can do just that—plus, get an exclusive offer that makes it even easier to get started.
- ✅ Streamlined Payroll Processing
- ✅ Easy Employee Onboarding
- ✅ Comprehensive Benefits Management
- ✅ Integrated HR Tools
- ✅ Compliance and Support
- ✅ Free White Glove Onboarding
READY TO STREAMLINE YOUR PAYROLL AND HR PROCESSES AND RECEIVE THREE MONTHS FREE?
👉 Sign up for Gusto today and experience how effortless managing your optometry practice can be. Get started now and focus more on your patients, not your paperwork!
ODoF Promo: Act now to receive 3 months FREE with Gusto when you run your first payroll by 12/31!
📆 Schedule a Call With Evan Siodlarz
📒 Resources: Guide to Gusto Plans/Pricing
📧 Evan Siodlarz | evan.siodlarz@gusto.com
**In order to receive the 3 month free discount, the ODoF and For Eyes Bookkeeping admin will need to remain on the account. This will be to ensure you are receiving the best possible customer service during your time on Gusto.**
**Three month free promotion is valid through 12/31/24. The first payroll has to have a check date on or before 12/31/24 to receive the three months free. Check dates on and after 1/1/25 will receive two month free discount**