- 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.