Our Services

                                                        

Retirement Plans—Investments, Administration and Consulting Services

 Investment and Fiduciary Support (IFSS) for Defined Benefit Pensions, Endowment Funds, and Foundations

 

Pension Plan Services - Defined Benefit and Defined Contribution   

401(k), Profit Sharing, Money Purchase, Simplified Employee Pension (SEP), Savings Incentive Match Plan for Employees (SIMPLE), 403(b), 457, Rollover Individual Retirement Accounts (IRAs) and Roth IRAs

 

 Executive Compensation Programs

  

·        Supplemental Executive Retirement Plans (SERPs)
·        Executives’ Retention Plans
·        Preferred Disability Plans
·        Closely Held Business Protection
·        Executive/Owner Long Term Care Insurance

 Group Benefit Programs

·        Benefit Statements

·        Business Travel and Accident Insurance

·        Comprehensive Legal Plan 
·        Dental Insurance
·        Long-Term Care Insurance
·        Long-Term Disability InsuranceShort-Term Disability Insurance (DBL)
·        Term Life/Accidental Death and Dismemberment Insurance (AD&D)
·        Vision Care
·        Voluntary Programs (Payroll Deduction)
    • Auto, Homeowners, Renters, and Condominium Insurance
    • Cancer Insurance
    • Specified Disease Insurance
    • Legal Plan
    • Life/Accidental Death and Dismemberment Insurance
    • Long-Term Care Insurance
    • Long-Term Disability for Key Executives
    • Long-Term Disability Income Protection Insurance
    • Medicare Supplement Insurance
    • Personal Travel and Accidental Death and Dismemberment Insurance
    • Retirement Savings Completion Insurance
    •  Short-Term Disability Income Protection Insurance
    • Vision Care

 

 

 

 

 

 

 

 

·        Plan Administration Services 
·        Plan Implementation Service
·        Trust Asset Evaluation Service
·        Actuarial and Defined Benefit Services 
·        Employee Communications