Business Services
- Guidance
- Updates
- Timelines
Deferred Compensation for Top Executives
- Captive Insurance Company Desugb
- Supplemental Executive Retirement Plan
- Asset Protection & Tax Minimization Planning
Buy-Sell Agreements
- Funding by life insurance
- Disability funding
- Premium Financing
Key-Man needs
- Insurance for key man loss
- Disability for key executives
Employee Benefits
Group Insurance
- PPACA / Health Care Reform
- Health, Dental, Vision, Life/AD&D, Disability, & Long Term Care
- Consumer Driven Health Plans - Health Reimbursement Account (HRA) & Health Savings Accounts (HSA's)
- COBRA, HIPAA, & FMLA Compliance
- Cafeteria Plan / Flexible Spending
- Summary Plan Descriptions (SPD)
- Employee Navigator Benefit Software
Qualified Retirement Plans
- 401(k) / 403(b) / Profit Sharing
- Advanced Plan Design Consulting
- SEP / SIMPLE / IRA
- Employee Stock Ownership Plans (ESOP's)
Please contact us for more information or education on the Business Services we provide.