<img height="1" width="1" src="https://www.facebook.com/tr?id=1987662231481674&amp;ev=PageView &amp;noscript=1">
Featured Services

Corporate Health & Benefits

Integrated Benefits and HR Consulting, Workforce Management Solutions, and Retirement Planning as an extension of your HR and finance teams to help attract, retain, and reward top talent.


Team Philosophy

Our highly trained and specialized Health & Benefits Advocates possess an intricate understanding of priorities held by Financial Executives, HR Directors, and Benefits Administrators for benefits procurement, talent acquisiton, workforce management, and compliance with state and federal regulations.

Health & Benefits Solutions

Comprehensive Health and Benefits solutions for organizations and their key executives to attract, retain, and reward top talent.

Employee Benefits

Group Medical, Vision, & Dental Coverage
Group Disability (Short & Long-Term)
Individual & Group Life Insurance
Savings & Spending Accounts (HRA, HSA, FSA)
Behavioral, Health, & Wellness Programs
Global Health & Benefits Coverage

Executive Benefits

Executive Bonus Plans (EBP)

Supplemental Executive Retirement Plans (SERPs)
Non-Qualified Deferred Compensation Plans (DCP)
Executive Disability Protection
Cash Balance Plans

Executive Buy-Sell Agreements
Executive Keyman Policies
Business Overhead Coverage
Business Succession Planning

Retirement Plans

Simplified Employee Pension Plans (SEP)
Profit Sharing Plans

Employee Stock Option Plan

401(k), 403(b), 457(a) Plans

Health & Benefits Services

We deliver peace of mind by advocating as an extension of our clients' finance and operations teams.
HR Consulting & Benefits Administration
HR Technology & Workforce Management Solutions
Alternative Funding & Plan Design Strategies
Federal and State Compliance Consulting
Claims Analysis and Management
Pharmacy Consulting
Competitor and Industry Benchmarks
Employee Engagement, Education, and Training
Wellbeing & Engagement Consulting
Retirement Plan Management
Business & Executive Insurance Integration
VIP & Additional Professional Services

HR Consulting Approach

As your HR and finance arm, we help you meet the needs of an evolving workforce, alleviate corporate liabilities, and relieve administrative burdens in health insurance, employee benefits, and retirement planning.

Unposed group of creative business people in an open concept office brainstorming their next project.-2
Integrated Consulting

Streamlining health, benefits, and workforce management, retirement plans, and compliance consulting with corporate property & casualty for a holistic, centralized insurance solution.

business documents on office table with smart phone and laptop computer and graph financial with social network diagram and three colleagues discussing data in the background
Data Utilization

Helping your leadership team make the right decisions faster by utilizing the right business intelligence and analytics tools to forecast trends, analyze patterns, and act on actionable insights.

Full length of group of happy young business people walking the corridor in office together-1
Risk Management

Building continuity and resilience for organizations through a unique mix of people, processes, and technology to avoid business interruptions through customized loss control strategies.

HR Consulting Services

Our peer-level consultants understand your HR priorities and challenges with managing a workforce while attracting, retaining, and rewarding top talent.
Strategic Planning & Administrative Support
HR, Payroll and Benefits Solutions
Healthcare Cost Control Consulting
Workforce Expansion Consulting
Federal, State Compliance Consulting
Credentialed Virtual HR Consulting
Competitor and Industry Benchmarking
Mental and Behavioral Wellness Resources
Corporate Succession Planning

Relieve your HR Staff with Integrated Workforce Management

Seamlessly plan, manage, and track payroll, benefits, compliance, and other operational deployments.

HR Portal

Go paperless with onboarding, enrollment, recordkeeping, benefits education, employee communication, and forms.


Get automated notices, calendars, legal comparison tools to manage HR business regulations and compliance laws.


Work smarter with intuitive tools to track time and attendance, simplify payroll processing, maintain tax compliance, and more.


Streamline staff inquiries by centralizing communication on one portal with policies, HR resources, and PTO tracking information.

Retirement Planning

Position your employees for a secure financial future with customizable retirement options.

  • Simplified Employee Pension Plans
  • Fiduciary Liability Compliance
  • Audit Management and Oversight
  • Executive Compensation Plans
  • Financial Consulting for Individuals
  • Guidance to Improve Plan Participation
  • Member Education & Enrollment
  • Profit-Sharing Plans
  • Stock Option Plans
  • 401(k), 403(b), 457(a) Plans
Custom Plans

We understand that your employees are in different stages in their careers, so we custom design plans tailored to their financial flexibility and retirement goals.

Maximize Savings

We consult you towards your bottom line within your budget, provide strategies to protect your retirement in the long-term, and help you maximize 401(k) savings.

Audit Prepared

Our financial advisors provide regulatory consulting and oversight on all aspects of your retirement plans so you can focus on the real priorities and enjoy peace of mind.

Request a Consultation

What our Guests
are Saying

Since 1970, we have treated our clients as Guests worthy of the highest levels of attention and care. Our client centric consulting approach and organizational processes are carefully designed to help us understand and address their unique needs so we can Advocate on their behalf.

National & Global Reach

Through our domestic and international partnerships, we provide solutions for businesses based overseas, as well as US-based businesses with overseas operations.