Services

Business

Helping Businesses Invest in Their Employees' Futures

Offering a retirement plan can help businesses remain competitive while supporting employees’ long-term financial goals.

We help business owners explore employer-sponsored retirement solutions, evaluate existing plans, and coordinate retirement planning resources tailored to their organization.

401(k) Retirement Plans

We help you build or evaluate a plan structure that fits your business, from eligibility and matching formulas to investment lineup and provider selection.

Employer Retirement Plan Evaluations

We look at how your retirement benefit fits into your broader compensation strategy, including how it stacks up against competitors.

Employee Retirement Education

When employees understand their plan, they're better equipped to use it. We offer group sessions and plain-language materials that explain how the plan works and how to get started.

Plan Design & Contribution Strategies

We look at options like safe harbor provisions, profit sharing and matching formulas to find a design that fits your budget and your goals for the team.

Business Owner Retirement Planning

Owners often have different retirement goals than their employees. We look at plan options that can help you save more for your own retirement while still offering a strong benefit to your team.

faq

Frequently Asked Questions

What services do you provide?

Employee benefits (health, life, disability, voluntary), benefits administration and employee education, 401(k) and retirement plan management, and business owner and executive planning.

How is this different from our current broker?

Many brokers focus on shopping your group health insurance once a year at renewal. We take a broader view, looking at employee benefits, retirement plans and business owner planning together, and we stay involved throughout the year as your business grows.

Do you work with businesses our size?

Our focus is established businesses with roughly 25 to 100 employees, but we're happy to talk with smaller and larger companies too. Schedule a Business Benefits Review and we'll tell you honestly whether we're a good fit.

Is there a cost for the initial consultation?

No. Your initial Business Benefits Review is complimentary, and there's no obligation to make any changes.

How do you get paid?

For most insurance products, we're paid a commission by the insurance carrier, which is already built into the premium. If any service involves a separate fee, we'll explain it up front, so you'll always know how we're compensated before you make any decisions.

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