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