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Retirement Planning Services

 ClaimsAdvocate Services Section 125 Plans "Hidden Paychecks" Benefit Statements

Total Resource Marketing Systems

Voluntary Benefits

Annual Benefits Education Post-Enrollment Education 404(c) Compliance Toolkit

Comprehensive HR Review

Employee Handbook Review

Compliance Alert Internet & Web-Based Communications Estate Planning and Business Succession Services

Executive Benefits Financial Planning

Benefit Website

 Quarterly On-Site Service Visits Annual Financial Review COBRA Administration Services

COBRA/HIPAA Compliance Training

Employer's Poster Update Solution

HR Legal Hotline HR Consulting Solutions Employee Opinion Surveys

Consolidated Billing Services

There are two levels of value-added services within our Private Client Group platform. The benefits highlighted in gold make up our Choice Level. Membership in our Premier Level also encompasses the benefits highlighted in blue. Your membership level will be determined during our initial meeting with you.