Let’s face it; your corporation’s benefit plan needs to work very hard to achieve the right results.

It needs to be strong and tenacious to provide a dignified retirement for your employees, yet flexible enough to grow with your firm. The plan also needs to be solidly compliant, attract high-quality employees, and guard against unwise risks. On top of all that, it needs to be cost-effective and take as little time as possible to run.

Fiduciary Support

We support the trustees of the plan to ensure compliance with the various rules and regulations that govern the plan sponsors.

Administrative Support

We help with the administration of your plan by working with you to handle those tasks that distract you from other important aspects of your business.

Plan Design Support

We work with you and your plan provider to help design a sound plan that encourages saving and takes the guesswork out of 401(k) participation, allowing your employees to retire with dignity.

Participant Education

We develop a custom Financial Wellness program for each client to ensure the Retirement Readiness of your participants.

Healthcare Consulting & Employee Benefits

We develop cost effective, fully transparent, benefit packages that meet the needs of your budget.

Executive Benefit Planning

From non-qualified deferred compensation to employer stock plans to long-term care insurance benefits. By listening to your objectives, we can design a suite of benefits that will accomplish your goals in a cost-effective manner.

Business Consulting

We help our privately held corporate clients develop plans to transfer their business interests according to their unique goals and objectives.