Employee Benefits Solutions

Designing a thoughtful employee benefits plan isn't easy. Implementing and administrating that plan can be even harder.


Focus and Expertise

Our investment and insurance professionals specialize in analyzing, designing and implementing customized employee benefits solutions.  We operate as a direct extension of a human resources department to help administer and increase the effectiveness of an employee benefits program.

Philosophy and Process

We take an objective, all-inclusive approach to develop a personalized compensation solution tailored to help meet a company's unique objectives, budget, composition and culture.  As a dedicated partner, companies can count on us to listen to their objectives, clarify their needs and provide the most viable solution to help meet their goals. 

Value Proposition

  • Review current benefits program to explore "cost-shifting" options and achieve coverage and cost-savings goals.
  • Analyze the employee population to develop a compensation plan unique to the company's needs, budget, composition and culture.
  • Assist with enrollment meetings and ongoing education to increase awareness, knowledge and participation.
  • Provide regulatory, legislative and industry updates to employees and employers.
  • Assist with the development and execution of a company's Retirement/401(k) Investment Policy Statement, as well as industry benchmarking and performance reviews.
  • Provide superior client services and seamless operations.
  • Act as human resources partner for ongoing administration and monitoring of your employee benefits program.

Our Services

  • 401K & 403B Plans
  • Profit Sharing Plans
  • Money Purchase Pension Plans
  • Defined Benefit & Cash Balance Plans
  • Fiduciary & Investment Services
  • SIMPLE & SEP IRA Plans
  • Non-Qualified Private Pension Plans
  • Group Medical and Dental
  • Prescription Drug
  • Group Life & AD&D
  • Group Short/Long-Term Disability
  • Cafeteria/125 PlansVoluntary Benefits