Corporate Benefits & Health
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.
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
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 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
Executive Session Planning
Simplified Employee Pension Plans (SEP)
Profit Sharing Plans
Employee Stock Option Plan
401(k), 403(b), 457(a) Plans
Health & Benefits Services
HR Consulting Approach
Streamlining health, benefits, workforce management, retirement plans, and compliance consulting with corporate property & casualty for a holistic, centralized insurance solution.
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.
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
HR CONSULTING & TECHNOLOGY SOLUTIONS
Relieve your HR Staff with Integrated Workforce Management
Seamlessly plan, manage, and track payroll, benefits, compliance, and other operational deployments.
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.
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
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.
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.
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.
What our Guests
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 benefits and insurance solutions for organizations in the United States and in more than 15 countries.