Ancillary
Benefits and Payroll Deduction Programs
Dental, Vision, Supplemental Life, Accident, Cancer, Prepaid Legal -
the whole cafeteria of options is available for discussion, research,
and consideration. Our payroll deducted life insurance program is the
best in the country.
Section 125
Establishment and Administration
From a simple POP arrangement to a sophisticated Credit-Based Flex Plan,
we can provide a hassle-free turnkey approach to this method of delivering
benefits for your employees. It makes sense for both the employee and
employer.
401(k) Establishment
and Administration
We work with single source 401(k) vendors. The administration and investment
is all handled in one proven location. Avoid the finger pointing between
TPAs and banks. Our solution provides effective plan design to meet
your objectives, great investment options to excite your employees,
and outstanding service to keep everybody pleased.
Selective
Executive Benefits
We can show you how an employer can offer "golden handcuffs"
to their key people, while not risking large capital investments that
may not be returned. This method is a win-win situation that provides
the employee with huge financial incentive to stay with the company,
while protecting the employer financially, if the employee does leave.
It may be structured to provide financial stability to an organization
in the event of loss, due to death or disability of a key employee or
officer of the company. Best of all, owners can do this for themselves.
Buy-Sell Arrangements
/ Business Continuation
How to keep partnerships successful and family-owned businesses in the
family. We work with you to identify your objectives and then structure
a plan to meet those goals. How do you keep from going into business
with your deceased business partner's spouse? How do you pass on the
business to one of your children, while being fair to the others? Let
us share some experience with you.