Broker Check

Employee Retirement/Benefit Offerings

With an overwhelming array of retirement packages to choose from for your organization, it is important to first define your goals and objectives for a benefit plan offering before attempting to choose one. We make sure you are considering all of the significant variables necessary to make an informed decision.

Retirement Plans

Most retirement plans fall within two major categories: IRA-based or qualified. Before determining which plan (or combination of plans) you choose to offer your employees, it is important to consider the ultimate goal and all relevant tax and contribution variables before committing. Here are some of the most common retirement offerings:

IRA BASED PLANS
Simplified Employee Pensions
Simple IRAs

QUALIFIED PLANS
401(k)s
Profit Sharing Plans
Defined Benefit Plans

Group Health Insurance

Navigating the Affordable Care Act, otherwise known as Obamacare, can be difficult and cumbersome without the guidance of informed industry professionals. Most American companies find that there is not a one-size-fits-all, mutually beneficial approach to providing healthcare options for employees. By working with our team of professionals, we can help you right-size your group health insurance offering, and continuously educate you on any state and/or federal policy changes that may affect your particular business.