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.
Employee Benefit Services
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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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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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
Executive Roundtable Invitation
Navigating Healthcare Financing: Insights for Executives Emerging Strategies for Controlling Costs and Predicting Outcomes Join us for an interactive event where we’ll be discussing strategies to control healthcare costs and better understand cost control levers. Our expert speakers will guide you through the complexities of the healthcare financing landscape and provide practical insights to help […]
Webinar: PEO Essentials – Is it Right for You?
Learning Objectives: Professional Employer Organization (PEO) Market Overview Outline the advantages of working with a Professional Employer Organization (PEO) Discuss potential limitations and misconceptions of working with a Professional Employer Organization (PEO) Pricing Transparency – true soft and hard dollar cost considerations How to efficiently navigate the Professional Employer Organization (PEO) market Content/Webinar Topics to […]
Webinar Invitation: Enhance Your 401k Plan – Secure 2.0 Key Update
Join us! On December 29, 2022, President Biden signed into law the SECURE 2.0 Act of 2022 (SECURE 2.0). SECURE 2.0 includes about 100changes to retirement plan provisions. On our webinar, we will be discussing the most important aspects of SECURE 2.0 that affect how you can enhance your 401k program. Thursday, January 2610am PTWebinar details […]