Employee Benefits

Competitive employee benefits are a key component of attracting and retaining talent. Balancing coverage and cost is our focus. We can help you to design employee benefits, such as group retirement plans and health insurance, that suit the unique needs of your organization. Tending your employee benefits is more complex and important than ever before. Our incentive is to generate good results — and good value— for our clients. We are free to select best-in-class benefit providers for each situation. And because we are committed to ongoing personal service, we monitor and support your benefits plan as you grow.

Available Employee Benefits

Group Retirement Plans
Group Health Insurance
Dental & Vision
Life & Disability
Voluntary Benefits

Every Employee Benefits Program Includes

Plan design
Vendor selection
Plan administration
Participant education
Compliance support

Group Retirement Plan Services

Looking for a new 401(k) provider can be a time consuming and frustrating task. Even if you are completely satisfied with your current retirement plan, a periodic review of your current vendor and a fee benchmarking helps you to fulfill your fiduciary responsibility. Our Retirement Plan Services Model encompasses four key steps:

Step 1: Fee Benchmarking and Vendor Searches

Step 2: 401(k) Investment Analysis

If you are like most plan sponsors, you pay particular attention to the investment options offered within your 401(k) plan. For participants, the fund choices your plan offers are the single most visible aspect of your retirement plan.

Step 3: Fiduciary Guidance & Compliance

As a fiduciary, you have personal liability for assets in your firm’s 401(k) plan. By partnering with an independent firm specializing in fiduciary guidance and compliance, plan sponsors can take steps to reduce exposure to this liability.

Step 4: Participant Education & Communications

Helping participants properly plan for retirement is a key indicator of a high-performing 401(k) plan. Our education program is designed to make it easy for your employees to enroll in your 401(k) plan and to help them prepare for retirement.

By working with us, you can meet your fiduciary duty to monitor plan fees and make important plan provider decisions, while ensuring the best possible 401(k) plan at the most competitive cost for your participants.

Year-Round Employee Benefits Service

Evaluation and Design

We aim for a complete understanding of your needs rather than a cookie-cutter approach. We will help you define all the necessary features of your plan and find the providers that best meet your needs. We then bring together all the components —management, insurance, and administration— into one coordinated plan.

Implementation

Starting up, especially when converting an existing plan, requires precise coordination. We will ensure a smooth transition by thoroughly reviewing your plan documents, monitoring providers, developing your employee communications strategy, and coordinating plan enrollment meetings.

Employer Services

Our goal is to support you in the continuing success of your employee benefits plan. To this end we provide a single point of contact for service or administrative issues. We will provide annual reviews of all benefit lines, proactive renewals, legislative updates, and a fiduciary checkup to help ensure your plans remain in compliance.

Employee Services

Your plan is intended to attract, retain, and reward productive employees. We are committed to educating employees about their benefits and helping to address any claims issues. We provide employees with in-person guidance, tailored communications, on-line access to benefit information and planning tools.

Contact Us Today

Your firm can benefit from this level of service for probably less than you pay today. Call us at 888-725-6440 to find out how.