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
Time to Cultivate Wellbeing
Join us for an in-person discussion! Employers benefit when they support employees with their overall wellbeing.Join us as we explore evidence-based practices that can do just that. Together,we will share how your workforce can take small steps that will add up tobig enhancements in their lives, and can help increase engagement,productivity and overall satisfaction. Speaker: […]
WEBINAR: ERISA Updates! New Employer Responsibilities for Employee Benefit Plans
Please join us for an important ERISA update and compliance webinar When most employers think of ERISA Fiduciary compliance, they think of their Retirement Plan. However, with recent legislation and increasing litigation in the Employee Benefits, it’s more important than ever to make sure you understand your obligations under ERISA. In this informative 1 hour […]
DOL Announces 2024 Penalties for Health & Welfare Plan Compliance Errors
Since 2015, federal agencies have been required to annually review the laws and regulations they enforce to adjust applicable penalties for inflation. These adjustments, or so the theory goes, provide higher incentives for plan sponsors to ensure their benefit plans and programs remain compliant. Specifically, the U.S. Department of Labor (DOL) must adjust penalties under […]