We begin by listening to our clients to craft the defined contribution and defined benefit plan solutions which work for their company, and we stand by them as fiduciaries.
We act as your plan advisor and our process guides you through the maze of choices you face on an on-going basis as retirement plan stewards.
Through continued fiduciary assistance, review meetings, investment due diligence and advising of plan participants, we partner with you to operate your plan effectively.
With health care costs on the rise, we advise our clients as to which plan design best suits both their budget and employee population. Often an emotional choice, we help clients determine the best approach for their firm and their family of employees.
Benefits go much farther than health care. A well-rounded benefit plan that includes dental, vision, life, disability and long-term care creates protection for your employees and their families at minimal cost to the company.
Beyond designing plans to benefit you and your employees, we integrate technology to deliver these plans efficiently. Systems are built with your strategy and culture in mind to provide a clear understanding of benefits to your employees.
Proper structuring of these systems reduces time, energy and staff involvement resulting in higher employee satisfaction.
Many firms have key employees vital to the success of the company. From owner succession planning to retaining management personnel, we help you develop the right key person insurance solutions as well as deferred compensation plans to retain and compensate these important personnel.