Services

Plan Design

Independent, fee-based advice for the smaller employer: Choose the most efficient and effective Plan design to meet your company's objectives.

Plan Administration

Creative attention to issues in benefits administration: Learn how to insure compliance, control costs, and enhance Plan efficiency.

Plan Documentation

Professional tools to address the needs of the smaller employer: Select the most economical and flexible approach to plan documentation.

Compliance Review

Evaluations of Plan compliance with Labor and IRS requirements, and operational controls.  Use this tool to avoid audits and insure successful outcomes.

Benefits Consulting
Issue-specific and comprehensive assessments of company benefit structures: Consider options, solve problems, and let benefit planning contribute to business success. 
 
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