401(k)/Wealth Management

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The Physician Alliance has partnered with Hollander & Lone, LLC as a preferred professional service organization to provide 401k/PROFIT SHARING CONSULTING, WEALTH MANAGEMENT, and GROUP BENEFIT SERVICES.

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Hollander & Lone has been working with physicians and consulting with medical practices for more than 25 years.  Watch this short video “The Physician Specialist” and visit the H&L website to see additional videos and content.

Hollander & Lone will efficiently and cost effectively assist TPA members with complex employee group benefits, deferred compensation, risk management, 401K/pension design, 3(21) co-fiduciary services, and investment management decision making. TPA members will receive premium fee-based services at a preferred rate.

The Physician Alliance member benefits include:

Independent Co-Fiduciary 401K/Profit Sharing Plan Consulting

  • Flexible and understandable plan designs
  • Trustee Fiduciary Risk for employee investment management shared, evaluated and mitigated
  • Transparent fees documented
  • investments regularly benchmarked and due diligence documented
  • Employee Education

 Independent Wealth Management and Investment Advisory Services

  • Fee based investment accounts
  • Creditor risks examined
  • Techniques to reduce personal liability exposure utilized
  • No conflicts of interest — fee for service; not commission based
  • Coordination with other professionals serving individual physician or medical practice.
  • Excellent and experienced customer service team
  • 24/7 online reporting
  • Aggregation technology employed for personal portfolio management and investment management.
  • Comprehensive financial, retirement, and estate planning services.

Independent Group Benefit Services

  • Group Disability Plans
  • Group Health Plans
  • Group Life Plans

For more information, please contact Daniel S. Hollander, JD at This email address is being protected from spambots. You need JavaScript enabled to view it. or (248) 485-8111.

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