Business Services

• Guidance                                           
• Updates
• Timelines

• Funding by life insurance
• Disability funding
• Premium Financing

Key-Man needs

• Insurance for key man loss
• Disability for key executives

Employee Benefits

Group Insurance

• myBASIC Guru Client Access Portal
• Health, Dental, & Vision
• Health Savings Accounts (HSA's)
• COBRA Compliance
• Life/Accidental Death & Dismemberment
• Short and Long Term Disability
• Supplemental and Long Term Care
• Cafeteria Plan Documentation

Qualified Retirement Plans

• 401(k)
• Profit Sharing
• SEP/SIMPLE
• Employee Stock Ownership Plans (ESOP's)

Deferred Compensation for Top Executives

• Supplemental Executive Retirement Plan
• Capital Split Dollar
  • Premium Financing
• Bonus Plan

Total Compensation Statements

• Hidden Paycheck