Employee Benefits

Are your group benefits up to par?

When is the last time you did a thorough review of your group benefits, such as your 401(k) plan? What fees are you currently paying in your plan? How often do your employees receive one-on-one, face-to-face meetings regarding their individual accounts? What are the criteria for selecting the investment options within your 401(k) plan and how often are these options reviewed? Is your 401(k) plan ERISA-compliant?

We would be happy to meet with you to discuss ways to help your employees preserve their income, prepare for retirement, and at the same time, help you and your company keep more of what you earn. As a local small business ourselves, we know what is important to you.

Contact us today to schedule a complimentary review of your company's employee benefits plan.

Our group benefits division offers a wide range of strategies to help business owners and their employees keep more of what they earn. In addition to implementing cafeteria plans, discriminatory benefits for top executives, profit-sharing/401(k), deferred compensation plans, and other insured benefit programs, we review your existing benefits to help ensure they are meeting the goals and objectives of your business.