Other Services


Human Resources:

By combining integrated technology solutions and HR and Benefits consulting services, our Employer Solutions division enables you to simplify the complexity of human resources, benefits and payroll processes resulting in lower operational costs and reduced administration burdens.

We combine the best technology and the most comprehensive Benefits and HR expertise and consulting available to take your business to the next level.   Click here for more information.

Executive Benefits:

Life insurance and disability coverage are important benefits. There are many types of coverage-many paths to security. Our experience will ensure the road you take is the right one-and that your protection is flexible enough to change direction when life takes an unforeseen turn.

Whether you are setting up an executive retirement plan or simply securing your own future, we can deliver the best prices:

  • Individual and Business Life Insurance Planning
  • Individual and Business Disability
  • Estate Tax Analysis
  • Corporate Buy/Sell and Key Person Insurance
  • Incentive and Deferred Compensation Plans
  • Business Succession Planning
  • Group Term “Carve Out” Plans
  • Long Term Care Planning and Analysis
  • Retirement Planning
  • Annuities

401(k) Plan Design and Implementation:

A 401(k) plan is a vital recruitment and retention tool in today's market, as savvy employees seek out quality retirement plans in tandem with healthcare benefits. We offer extensive experience in designing well-managed, successful 401(k) plans with tax advantages for both employer and employees. Whether you are beginning a 401(k) plan, have an existing plan with substantial assets, or maintain a small 401(k), we can save your HR staff time and money while satisfying employee needs and corporate financial goals. Our 401(k) services include:

  • Individual Onsite Enrollments
  • Co-Fiduciary Service
  • Annual/Fiduciary Review
  • Flexible Plan Design
  • Employee Financial Advice and Counseling
  • Investment Advisory Service
  • Comprehensive Fiduciary Review Service