Services

 

  • Major Medical
    • Self-Funded/Level Funded
    • PPO (Preferred Provider Organization)
    • POS (Point of Service)
    • HMO (Health Maintenance Organization)
    • HSA
    • HRA
  • Dental
  • Group Life Insurance
    • Group Term Carve Out
    • Voluntary
  • Long Term – Short Term Disability
  • Vision
  • Section 125 Cafeteria Plans
  • COBRA/HIPAA
  • Worksite Benefits
    • Accident Policy
    • Cancer Policy
    • Critical Illness
  • Qualified Retirement Plans
    • 401(k)
    • 403(b)
    • Simple IRA
    • Simple 401(k)
    • SEP
    • Roth IRA
    • Education IRA
  • Non-Qualified Deferred Compensation
    • Section 162 – Key Executive Bonus Plans
    • Split Dollar
    • Rabbi Trust
    • STEP
  • Estate Conservation Planning
  • Charitable Planning
  • Key Person Protection
  • Buy/Sell Funding