Employee Benefits
A boutique partner for your retirement and benefit plans.
As your full-service employee benefits partner, we can implement customized retirement plans for your business and provide ongoing support. Because we are an independent, boutique firm, we offer many advantages over national providers — objective advice, free from the conflicts of interest at larger institutions.
An extension of your HR team.
We function as an extension of your human resources department — designing customized benefit plans, selecting and monitoring investments and insurance vehicles, and meeting regularly to confirm ongoing ERISA and Department of Labor compliance. Our alliances with leading third-party benefits administrators give your plan state-of-the-art design and technology without the lock-in of a single national provider.
Employee Education & Support
We provide comprehensive on-site education for your employees, ensuring plan participants understand their options. As a local firm, we are readily available to host educational sessions, answer participant questions, and handle service requests immediately — not after a four-day callback queue.
Retirement Plans
Customized retirement plans for growing businesses.
Prototype, one-size-fits-all retirement plans offered by large institutions often don’t meet the unique needs of growing companies. We specialize in implementing and servicing customized plans for small- and mid-sized businesses.
401(k) Plans
Customized plan design, recordkeeper selection, ongoing investment menu oversight, and participant education.
Profit Sharing Plans
Discretionary contributions structured to reward key employees while passing IRS non-discrimination tests.
Cash Balance Plans
Hybrid defined-benefit plans that allow high-income owners to contribute meaningfully beyond 401(k) limits.
Defined Benefit Pension Plans
Traditional pension plans for closely-held businesses where predictable retirement income is the goal.
SEP IRA Plans
Simplified plans for self-employed owners and small businesses with modest administrative overhead.
Simple IRA Plans
Low-cost retirement plans for businesses under 100 employees, with mandatory employer contributions.
Group Insurance
The right coverage at the lowest cost.
We also recommend and implement group insurance plans for your employees. Depending on your specific needs, we search across many carriers we're licensed with — finding the right products and providers and ensuring you and your employees receive quality service at all times.
- Group Health Insurance
- Group Dental Insurance
- Short- and Long-Term Disability
- Group Life Insurance
Reviewing your company's retirement or benefit plan this year?
We offer no-obligation plan reviews — fee benchmarking, investment menu evaluation, and a fresh look at participant outcomes — for businesses ready to expect more from a benefits partner.