Employee Benefits & Insurance Programs

Employee benefits, retirement plans and insurance can be complex – unless you have a trusted advisor to guide you. We help you plan and implement pension and profit-sharing plans best suited to your goals, company size and other considerations. We also assist you in choosing and acquiring the right insurance vehicles based on your personal or business financial objectives. 

  • Plan evaluation, design, installation, qualification, administration and reporting for pension and profit sharing, 401(k), 403(b), and/or individual self-employment (SEP) and IRA plans
  • Employee benefit plan audits
  • Trust accounting
  • Investment policies for benefit plans
  • Deferred compensation plan development
  • Executive benefit plans
  • Non-qualified deferred compensation
  • Life insurance (ordinary, variable, term, universal)
  • Disability income insurance
  • Buy/sell life or disability insurance
  • Key person insurance
  • Survivorship life insurance
  • Long-term care insurance
  • Disability business overhead insurance

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