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Our Service

At [COMPANYNAME], we work side-by-side with our clients and tailor our services to fit their specific needs. We combine personal attention and access with the highest levels of technical expertise and specialized knowledge. Timely communication and responsiveness are hallmarks of our client relationships. All of these attributes support our objective of helping you reach your financial goals.

We pursue excellence by staying on top of current developments and technologies. We stay abreast of industry issues and observe the marketplace so we can analyze provide service and advice tailored to your specific needs and goals. We use our experience and resources to develop industry insights and specialized skills that allow us to bring maximum value to your projects. Together all of these factors allow us deliver superior service and act as a trusted business adviser.

A detailed listing of the services we provide is set out below. Take a look at what we have to offer and how we can help you or your business.

401k Consulting

Benefits Plan services - Our Firm can help your business weigh the complex benefits and costs posed by today’s qualified and non qualified pension and profit sharing plans, including 401k, SEP, SEP IRA, Keogh, Life Insurance and Health Insurance Plans. 

Employee benefits play an important role in the lives of employees and as a talent retention and recruitment tool for employers. Unfortunately, in today’s landscape designing the right benefits package can be both complex administratively and costly to your business. There are many issues to consider from tax and legal considerations, funding of plans and finding the right administrators to work with. 

We can help design or review your existing plans not only for compliance, but also to assist you in better understanding your workforce, the advantages and deficiencies of your current employee benefit plans and to analyze the marketplace to uncover the best fit for your objectives and employees. 

Designing the right benefits package for your business means you need someone who can help you navigate all the type of employee benefits including, but not limited to:

  • Health insurance, including Health Savings Accounts and assessing the feasibility of Self-Insurance
  • Disability insurance; both long and short-term
  • Life insurance
  • Retirement plan
  • Flexible compensation (cafeteria plans)
  • Sick and emergency leave
  • Compassionate leave (funeral, family illness)
  • Education/training
  • Parental (formerly maternity) leave

Benefit Plan Auditing Our firm also provides benefit plan auditing services as well. 401(k), Pension, 403(b) and other Health and welfare plans are governed by constantly evolving rules and regulations from Congress, the IRS, DOL, and ERISA. These audits are complex, but we have years of experience and we will guide you through the audit process. Specifically, we can help you to determine if you are required to have a plan audit and if so, the the requirements for your plan, to work with third-party administrators and to filing Form 5500s as necessary. 

Visit our set of Financial Calculators for quick answers on topics such as your IRA, investments, your child's college tuition, and your mortgage or credit card calculations. 

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