Welcome, UMC Physicians
Employees!
Learn more about the financial services we have for you!
401(k) Retirement Plan Highlights
Transamerica offers robust 401k retirement plans that create the opportunity for a successful, comfortable retirement.
Eligibility
21 years or older and three months of service
Contribution Types
Traditional Contribution (pre-tax) and Roth Contribution (post-tax)
Employer Contributions
Safe Harbor Match: 100% of first 5% (100% vested at all times)
If you have any questions or need assistance with rolling over a previous 401k account, please contact PFG Advisors.
Enroll with Transamerica
Retirement Plan Resources
PFG Advisors is a financial advisory firm assisting with plan oversight and investment education for our plan participants. We have a team of highly qualified advisors available for UMC Physicians participants. With an approach of customized, personal care and 220+ years of combined experience, we provide the expertise to care for your financial well-being comprehensively.
Please reach out to PFG Advisors if you have any questions about:
- Participant education
- Financial planning consultations
- Investment reviews
- Retirement plan support
Contact us at retire@advisorspfg.com to schedule your first meeting. We look forward to working with you!
Meet Our Retirement Planning Team
Meghan Lee
Van A. Echols
CFP®
Nick Atwood
CRPS®, CRPC®, CFBS
Let's get started!
We proudly serve West Texas and beyond. With offices in Lubbock and Midland-Odessa, we are more than happy to get to know you over a cup of coffee or Zoom if that is what you prefer.