Our Services

We are proud to offer a wide selection of services including
 
Employee Benefits
  • Group Medical (fully insured, self-insured & Health Reimbursement Accounts- HRA)
  • Group Dental
  • Group Life/AD&D
  • Group Weekly Disability
  • Group Long Term Disability
  • Group Vision
  • Cafeteria/ 125 Plans
  • Voluntary Benefits
 

Design  and Communication of Company Retirement Plans
  • 401(k) and 403(b)
  • Simple IRA
  • SEP
  • Traditional, Intergrated, and  Age-Weighted Profit Sharing
  • Money Purchaed pension
  • Defined Benefits
  • Nonqualified Pension

Management Resources
  • Employee Stock Ownership Plan (ESOP)
  • Third Party Administrators (TPA)
  • Managed Care Network
    Prescription Plans
  • Section 125/ Cafeteria Plan
  • Qualified Plan Communications
     
  • Medical Plan Communications
  • COBRA & HIPAA
  • Retirement Plan Design
  • 404c Compliance
  • ERISA Compliance
  • Health Reimbursement Accounts (HRA)

Financial Planning*
  • Financial Independence Plans
  • Tax Plans
  • College Plans
 
  • Estate Plans
  • Buy/Sell Plans
  • Executive Income Continuation
  • Asset Allocation
 

Investments offered through SagePoint Financial, Inc.
  • Government Securities
  • Treasury Notes
  • Bonds
  • Common Stocks
  • Traditional & Roth IRA
  • Mutual Funds
  • SEP
  • Simple IRA
  • 529 Educational
  • Brokerage accounts

Insurance Planning
  • Individual Disability
  • Individual Medical (MSA, Temporary and Regular)
  • Whole Life and Term Life Insurance
  • Long-term Care
 
 

 *Investment advisory services offered through SagePoint Financial, Inc.