POWER TO YOUR PEOPLE
Technology moves fast. We help you automate your benefit and HR programs and harness the power of technology so that you can put your people first.
Smart. Connected. Relational.
Retirement Planning
Empower your people, help protect your assets. Our full spectrum of retirement planning services will keep you informed, educated and ahead of the game.
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Employee Benefits
Go above and beyond. Our deep expertise in employee benefits, combined with our trusted voice give employers and HR departments confidence in their benefit strategies.
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HR Support Resources
We are an extension of your team, freeing up your time and allowing you to focus on mission-critical tasks - recruiting, upgrading skill sets, and employee engagement.
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Our Values
Our firm is based on the core values of independence, work ethic, trust, and long-term relationships. We strive to do the right thing for our clients - every time. In our own office, we seek to offer a creative, employee centric, open environment – and are looking for clients that do the same.
What`s New
The “One Big Beautiful Bill Act, 2025” Will Bring Major Changes to Employee Benefit Plans
On July 4, 2025, the One Big Beautiful Bill Act, 2025 (“OBBBA”) was enacted. While this bill includes a number of provisions, this article summarizes that will directly impact employees and their benefit plans—such as high-deductible health plans (HDHPs), health savings accounts (HSAs), and dependent care savings accounts. High Deductible Health Plans (HDHP) and Health […]
IRS Releases 2025 Benefit and Retirement Plan Limits
The IRS has announced the 2025 contribution limits for FSAs, Commuter Benefits, 401ks, and more, along with an increase in the FSA rollover limit for 2025. The updated limits, including the previously released HSA limits, are as follows: 2025 Flexible Spending Account (FSA) Plan Limits For the taxable years beginning in 2025, the limitation for […]
IRS Releases 2025 ACA Affordability Percentage for Employer-Sponsored Health Coverage
The IRS recently released its annual inflation adjustment to the percentage of household income used to determine whether an employer’s offer of health care coverage under the Affordable Care Act (ACA) is affordable. The good news for employers is that the percentage has significantly increased for 2025. For plan years beginning in 2025, the percentage […]