Providing Solutions for Business Needs

Business Retirement Plans

• 401(K)
  • Plan Design Consultation
  • Fee Benchmarking
  • Fiduciary Support
    • Investment Selection & Monitoring 
  • Plan & Participant Education
• Simple IRA/SEP
• Non-Qualified Plans
• Defined Benefit/ Defined Contribution/ Money Purchase/ Profit Sharing
• Executive Compensation Plans
• ESOP

Business Insurance Products

• Key Person
• Split Dollar
• Overhead Expense
• Disability Buyout Insurance
• Funding of: Executive Compensation; Stock Purchase; Business Continutation; Deferred Compansation; Salary Continuation Strategies; and Buy/Sell Agreements

Employee Education and & benefits Communications

• Seminars
• Workshops
• One on one Financial Counseling
• Benefit Communications & Summary Statements

Employee Benefits

• Group Medical
• Long Term Disability
• Short Term Disability
• Dental
• Vision
• Long Term Care
• Term & Universal Life
• Voluntary Benefits
• Flexible Spending Accounts
• Cobra Administration
• HR Services
• Customized Benefits Websites