It’s simple. Pooling your retirement funds with other California dentists means you gain more purchasing power.
The Guild is constantly striving to meet the needs of California dentists. As a result, our service platform is continually expanding.
- By pooling our members’ retirement assets, CDG has the purchasing power to participate in “institutional” investment vehicles that are normally not available to the retail investing public (i.e., those groups with no purchasing power).
- We offer Cross Tested Plans and Age Weighted Plans at no additional cost. This equals a potential savings of over $1,000 a year for each CDG member.
- Guild members are provided a complete retirement vehicle to administer and maintain a Qualified Investment Fund Plan or an IRA Investment Fund Plan.
- There is no cost to join our Guild, but you must be a licensed dentist residing in the state of California.
- As a not-for-profit, our Board of Directors is comprised of dentists who volunteer their time and who are responsible for the Guild’s investment oversight.
- All CDG funds are managed by professional registered investment firms.
- Assistance with IRS Form 5500: We offer step-by-step instructions to help you complete this form. In some cases (Cross Tested and Age Weighted Plans) the 5500 will be completed for you.
PDF)