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Qualified Plan Design

We can benchmark your qualified plans like a 401k plan side by side using reputable providers so that when they compete, you are the clear winner in the end. We provide investment advice, education and guidance for the plan sponsor and the participants.  We also assist the plan sponsor with day to day operational support of their plan reducing the chances of costly mistakes.

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Find total retirement solutions under one roof.


401(k) & 403(b) Plans for Employees
Defined contribution plans with comprehensive services and institutional-quality investment management.

Employee Stock Ownership Plans (ESOPs)
Offer a shared interest in your company’s future.

Nonqualified Deferred Compensation (NQDC) Plans for Employees
Extra savings for your key employees, beyond qualified plan limits

Defined Benefit (DB) Employer Pension Plans
Reward loyalty and provide additional financial security.

Pension Risk Transfer
Guarantees for your employees and your business.

How we can transition your qualified plan.

Group Benefits Consulting

Our comprehensive products and services give you the flexibility to design benefits that work for you and your employees. We can: 

  • Customize coverage to help meet your employees’ needs.
  • Choose to pay all, part or none of the premium.
  • Tailor benefits to your specific business size.

Every benefits package includes a variety of services to make offering benefits easy—you choose the education and enrollment methods that work best for your business.

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What group insurance product should you offer?

Consider offering a combination of insurance products to build a comprehensive benefits package, with the ease of managing it all in one place.

-Group Disability Insurance
Whether you need short-term disability, long-term disability, or both, we’ve got you covered. Plus, our definition of disability can make a difference at claim time.

-Group Life Insurance
Your employees and their families all have different needs for life insurance. That’s why our -flexible products are such a nice fit.

-Group Dental Insurance
We make it easy to offer dental benefits tailored just for you and your employees. And, our large network of dentists means employees have more choice in who they see.

-Group Vision Insurance
It’s simple to administer and is a great way to round out your benefits package. And employees appreciate being covered for services like exams, glasses, and contacts.

-Group Critical Illness Insurance
Think of this coverage as extra financial protection beyond medical and disability coverage. It provides a lump-sum cash benefit if an employee is diagnosed with a specific critical illness*.

-Group Accident Insurance
This coverage helps supplement key benefits by providing employees with a lump-sum cash benefit after a covered accidental injury.

Executive Suite Services

Executive benefit plans can be designed exclusively for key employees – providing an optimal solution to benefit limitation issues.

An executive benefit plan is a contractual commitment by an employer to a select group of employees to provide supplemental retirement benefits at a future date. Because there are no coverage, eligibility or participation requirements, an employer can decide to provide nonqualified deferred compensation benefits only to a select group of executive or highly compensated employees. This allows the employer to provide rewards and incentives based on an employee-by-employee approach, offering maximum design flexibility.

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Types of Executive Plan Benefits.

Deferred compensation arrangements

Deferred compensation arrangements permit designated executives and corporate Directors to defer additional compensation to avoid current taxation. These plans are typically established in order to provide a vehicle for key employees, highly compensated employees and Directors to defer compensation until retirement.

Benefit equalization plans (BEPs)

Benefit equalization plans restore retirement plan benefits lost due to the various limits placed on IRS qualified plans. A BEP can “correct” the plan salary limit, the defined benefit plan maximum benefit limit, and various defined contribution plan limits including maximum 401(k) deferrals and ADP/ACP compliance refunds.

Supplemental executive retirement plans (SERPS)

Supplemental executive retirement plans can provide benefits beyond those provided under the qualified plan. Enhanced benefits might include:

A benefit based on a more generous formula than

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