We are committed to meeting and solving our clients' employee benefit plan needs with integrity and professional, personalized service. We strive to create a challenging and rewarding environment for our employees and maintain a competitive position within our industry.
We are a full-service benefit consulting and administration firm. We offer services to our valued clients in the following areas:
Actuarial - Retirement plan valuations, non-qualified plans, post-retirement medical/life plans. Retirement plan design and consulting.
Flexible Benefits - design, communciation and administration of flex plans. Flex-debit cards. Coordinate with HSAs / HRAs.
Defined Contribution Plan Recordkeeping - From fund selection to daily trading, we offer a full range of defined contribution plan administration services.
Communication - Personalized benefit statements to help employees understand the breadth and depth of the entire benefit package.
Enrollment - professional enrollment counselors to personally meet with employees to communicate the employee benefit package. Personalized enrollment forms, investment education materials, customized communication materials.
Executive Compensation - Many times the 'right' incentive compensation and benefits cannot be maintained for your executive team through traditional non-discriminatory qualified plans. We offer consulting services to assist you in developing innovative benefits and compensation plans for your key executives.
Studies, plan design, installation and on-going administration in all types of executive compensation and benefit plans.