We are a trusted advisor to our clients, providing strategic, administrative, actuarial, and technological solutions regarding their employee benefit plans. This enables them to attract, reward, and retain highly productive people who will assist the employer in achieving their business goals.
As the architects of employee benefit plans, we specialize in consulting with leaders and managers of organizations regarding the design, administration, funding, and communication of high quality, cost-effective and administratively efficient employee benefit plans. These include, but are not limited to, the following:
- Life & Disability
- Rx & Long Term Care
- Retiree Benefits – Medical, Dental, Rx
- Retirement – Defined Benefit & Defined Contribution like 401(k), 403(b), 457
- Executive deferred Compensation
- Flexible Benefits or Cafeteria Plans Sec. 125
We generally serve organizations with 50 to 1,500 employees but can serve smaller and much larger organizations with specialized services that may or may not involve our strategic alliance partners.
We are the company that insurance agents do not want you, or your friends / clients, to know about because we know where the dollars are buried. (c)
Click here if you would like to see a Sample List of Projects that we have worked on recently.