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