What Makes Us Different
Technical Expertise
For over twenty years we have made a commitment to staying abreast of leading edge planning techniques requiring a high level of tax and legal expertise so that our clients can incorporate the very latest techniques into their employee benefit plans.
Independence
Because we are independent of any product carrier, we are objective and unbiased in our analysis and recommendations.
Product Expertise
Over the years we have accumulated a significant amount of information concerning the various product carriers in our market place. This enables us to provide benchmarking information to our clients so that they can focus on fitting the product to their needs rather than listening to an endless array of presentations that are not tailored to their needs.
Experience
We were one of the first firms to focus on participant driven benefits such as 401(k) plans and Flex Plans which provides invaluable insight about what does and does not work.
Custom Communication
Since we actually communicate the benefits ourselves, we can customize the process to suit our clients and their employees and generate much higher levels of understanding, participation, and appreciation.
National Reputation and Contacts
Because of our long-standing recognition from a number of industry achievement awards, we have been able to attract the highest level of outsourcing partners and the best negotiating position with carriers.
Fiduciary Liability Protection
Through a combination of CPAs, Investor Advisor Representatives, and ERISA attorneys, we are taking unique steps to protect plan fiduciaries from the personal liability they are exposed to under ERISA.
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