Dental 401(k) Plans: Keep Your Best People and Lower Costs, Risk

Mitch Tuchman, Dental 401(k) Plans: Keep Your Best People and Lower Costs, Risk
Speaker: Mitch Tuchman
CE Credits: 1.75
Format: MP4 Video
In recent years, modern 401(k)s have emerged which are a dramatic improvement over 401(k) plans of the past. This course will inform you of the questions to ask your current 401(k) provider to ensure ...more
  • Running Time: 1 hour
  • Released: 8/25/2021
  • Expiration Date: 6/30/2025
  • Review Date: 6/30/2022
CE Details
Credit Details
This electronically delivered self-instructional program is designated for 1.75 hours of CE credit by Farran Media.
AGD Code: 550.

The fee to view this course is $36. This cost includes the fee to take the exam and claim your CE credits.

This course details the ways in which dental practice owners can implement and manage a best-of-breed 401(k) plan. This includes methods to achieve lower costs, better returns and how to reduce personal legal risk for the dental owner/operator. Fees and returns are the primary way in which many business owners measure the worthiness of a 401(k) plan. Often, however, trust in the recommendations of a family member, close friend or longtime professional relationship impacts their choice in 401(k) provider — for better or worse. While fees and returns are important, there are many additional issues related to 401(k) management of which small business owners, including dentists, are generally unaware. To run a truly successful 401(k) plan it is important to consider a number of lesser-known risk factors that can leave dentists out of pocket and liable to lawsuits.

Educational Objectives:
Upon completion of this course, you should be able to:
  • Understand the impact of high fees, what fees are reasonable and the effect of compounding
  • Recognize the advantages and disadvantages of different investment vehicles
  • Understand the meaning of the term “fiduciary” and recognize who acts as the fiduciary on a 401(k) plan
  • Understand the risks that practice owners face when acting as the fiduciary on their own 401(k) plan
Description of Speaker:
Mitch Tuchman is a Managing Director at Rebalance and serves as the firm’s Chief Investment Officer. He holds an M.B.A. from the Harvard Business School and is a frequent guest on CNBC, PBS/Wealthtrack with Consuelo Mack, and CNN and is regularly featured in major financial publications, including The New York Times, Forbes, and The Wall Street Journal. He is also a regular contributor to Marketwatch, and you can view his columns at Email:

In the past 12 months, the lecturer/speaker declare that they have had a financial interest, arrangement or affiliation within the field of dentistry or health care with the following: Rebalance.

This CE activity is supported by an educational grant from:
CE Policies
American Dental Association (ADA), Continuing Education Recognition Program (CERP) provider
Farran Media is an ADA CERP Recognized Provider. ADA CERP is a service of the American Dental Association to assist dental professionals in identifying quality providers of continuing dental education. ADA CERP does not approve or endorse individual courses or instructors, nor does it imply acceptance of credit hours by boards of dentistry. Concerns or complaints about a CE provider may be directed to the provider or to ADA CERP at For any questions, please contact Nareg Apelian, DMD, Director of Continuing Education at
American General Dentistry (AGD), Program Approval for Continuing Education (PACE) approved, FAGD / MAGD Credit Farran Media is a nationally approved PACE Program Provider by the Academy of General Dentistry. Approval does not imply acceptance by any regulatory authority or AGD endorsement. The current term of approval extends from 1/1/2023 to 12/31/2026. Provider ID# 304396
This activity meets the educational criteria required for verifiable Continuing Professional Development under the General Dental Council Lifelong Learning scheme and represents 1.75 hours of verifiable CPD.

Legal Disclaimer:
The CE provider (Farran Media) uses reasonable care in selecting and providing content that is accurate. The CE provider, however, does not independently verify the content or materials. The CE provider does not represent that the instructional materials are error-free or that the content or materials are comprehensive. Any opinions expressed in the materials are those of the author of the materials and not the CE provider. Completing one or more continuing education courses does not provide sufficient information to qualify the participant as an expert in the field related to the course topic or in any specific technique or procedure. The instructional materials are intended to supplement, but are not a substitute for, the knowledge, expertise, skill and judgment of a trained health care professional.

Continuing education credits issued for completion of online CE courses may not apply toward license renewal in all licensing jurisdictions. It is the responsibility of each registrant to verify the CE requirements of his/her licensing or regulatory agency.

State CE Requirements:
Click Here for CE requirements by state. Please note that this information is current as of the time of listing. This information is subject to change at any time from the state boards. For the most up-to-date information, please contact your state board directly.

Refund Policy
There are no refunds for Online CE courses. Please contact technical support if you run into technical difficulty.

CE Contact
For any questions, please contact Nareg Apelian, DMD, Director of Continuing Education at
To reap the full benefits of this CE course, the presenters (Howie Horrocks and Mark Dilatush) have agreed to create a marketing plan specifically tailored to your practice and your specific market area. Having your marketing plan printed and open while you view the course material, will greatly individualize your learning experience.
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