Who We Serve

Our extensive experience in the areas of qualified retirement plans and group insurance helps our business clients maximize their return on the dollars they spend on employee benefits. A benefit that is not properly communicated to an employee is a waste of the business’ valuable resources. We help plan sponsors design, implement, and coordinate the administration of all types of corporate benefit programs:

Qualified and Non-Qualified Retirement Programs:

• SIMPLE Plans
• 401(k) Profit Sharing Plans
• Defined Benefit Pension Plans
• SEPs (Simplified Employee Pension)
• 403(b) Tax-Sheltered Annuities
• Deferred Compensation and Salary Deferral Plans

Employer and Employee Paid Health and Welfare Programs:

• Health Insurance
  • Traditional Indemnity
  • HMO
  • PPO
  • Partial and Fully Self-Insured Programs
  • H.S.A’s (Health Savings Accounts)
  • Section 125 ‘Cafeteria Plans’
• Group Life Insurance (voluntary and employer paid)
• Group Short and Long-Term Disability Insurance (voluntary and employer paid)
• Group Long-Term Care Insurance (voluntary and employer paid)
• Group Dental and Vision Plans • Individual Health Insurance

“The achievements of an organization are the results of the combined efforts of each individual.”
- Vince Lombardi