When it comes to group benefits, we recognize that are two distinct goals that need to be addressed in concert - providing benefits that offer real, tangible value while also controlling employer cost and administrative burden.  Most companies, no matter how small, recognize that a robust employee benefit program is essential for employee morale and retention.  Even in the scenario of an owner-only company, every business owner would like to leverage the benefit opportunities afforded to them under the law.

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It is our ultimate goal to assist business owners and human resource professionals in developing a benefit program that is comprehensive, cost effective and beneficial to their employees. We provide group benefit package design, quotation and implementation.  We work alongside actuaries and Third Party Administrators to help design retirement plan solutions which can be be customized to an employer's unique needs and goals.   Whether a standard 401(k), pooled profit-sharing or defined-benefit pension plan, our team will serve as a fiduciary advisor to the plan.  We can also design and assist with employee educational requirements to ensure that an employer, as Trustee, satisfies all of the complex regulatory components placed upon them by the Department of Labor and other State or governmental agencies.

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As Certified Financial Planners®, our advisors can also assist with Key Person issues.  Whether your concern is loss of a key sales team member, or the need to place "Golden Handcuffs" on essential executives, our advisors have experience designing and executing benefit arrangements to satisfy all manner of needs and objectives.