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Estate Planning / Sales Seminars, and retirement products and services

  • Universal Term Life Insurance; Whole Life Insurance
  • 401(k), 403(b), 401(a) plans, TSA, IRA, SEP plan administration,
  • Deferred compensation (key-person Insurance).
  • Retirement Benefits

Legislative compliance assistance

Documentation compliance

  • Plan documents
  • Summary plan descriptions and summary of material modifications
  • Employee communication materials (e.g. forms and notices)
  • Form 5300 filings, assessment and reporting guidance

Operational and procedural compliance

  • Alignment of internal and external processes with best-practices
  • The operational interpretation of recent changes in the plan and applicable laws
  • Application of plan provisions, including eligibility and coverage
  • Calculations of benefits amounts, Employee Benefit Program Assessment
  • Form 5500 filings
  • Nondiscrimination testing (including benefits and coverage and dependent care testing)

COBRA compliance and review


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Consulting Services
Insurance Benefits Consulting Services
Standard brokerage services
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