Allow us to show you how to develop a strategic plan that will enhance your organization and enable you to concentrate your business efforts on the bottom line.

Health and Welfare Plans

  • Medical – HMO, POS, PPO, Indemnity
  • Consumer Health Plans
  • Health Savings Accounts (HSA’s)
  • Health Reimbursement Accounts (HRA’s)
  • Self Funding Analysis
  • Reinsurance
  • Third Party Administration
  • Pharmacy Programs
  • Dental
  • Life
  • Short & Long Term Disability
  • Vision Care Plans
  • Pre-Paid Legal Services
  • Employment Practices Liability Insurance
  • Directors and Officers Liability Insurance
  • Medical Malpractice Liability
  • Legal Malpractice Liability
  • Long Term Care
  • Employee Assistance Programs
  • Pet Insurance

 

Human Resource Support Services

  • Enrollment and Eligibility (Web Based, IVR)
  • Benefit Booklets
  • Online Enrollment
  • COBRA Administration
  • Section 125 Cafeteria Plan Administration
  • FSA Administration
  • Form 5500 Filings
  • Billing and Premium Reconciliation
  • Benefit Communications
  • PTO & Sick Pay Analysis
  • Claim Adjudication Analysis
  • HIPAA Administrative Services
  • ERISA Compliance
  • Actuarial Support
  • Mergers & Acquisition Review
  • Plan Description Review & Analysis
  • Strategic Benefit Planning
  • Employee Communication Web Portal
  • Benefits Benchmarking Reports
  • Telewebs
  • Plan Performance Reviews
  • Employee and HR Education

 

Executive Benefits

  • Selective Executive Retirement Plans
  • Executive Split Dollar Plans
  • Deferred Compensation Plans
  • Group Term Carve Out
  • Individual Executive Disability Plan
  • Directors and Officers Liability Insurance
  • Buy/Sell Agreements
  • Estate Tax Planning
  • Professional Liability Insurance
  • Employment Practices Liability Insurance

 

Qualified Plans

  • (TSA) Tax Sheltered Annuities
  • 401(k) Plans
  • Profit Sharing Plan
  • Money Purchase Plan
  • Keough Plan
  • SEP IRA

 

Personal Services

  • Financial Planning
  • College Tuition Programs
  • Mutual Funds
  • Annuities
  • Estate Tax Planning