Employee Benefits Planning

Employee Benefits Planning To Help Attract & Retain Employees

As your employee benefit advisors, we can help you find the right mix of employee benefits to attract and retain key talent that will help you stay ahead of the competition.

Our employee benefits planning process includes reviewing your current programs and understanding your short and long-term goals as well as your spending expectations and budget limitations. We can then help design an attractive employee benefits package that protects and rewards employees while keeping costs as low as possible for your business.

We can also set up and maintain proper procedures to ensure your company is in compliance with federal, state, and local regulations.

Our employee benefits planning services cover three key areas:

Employer Retirement Plans

We review your company’s current retirement plan to make sure it meets your needs and regulatory requirements. We provide turnkey solutions for your company’s 401(k) retirement savings plans, 403(b) plans, 457 plans, defined contribution and defined benefit pension plans, IRAs, Individual Keogh plans for the self-employed, and SEP, age-weighted, and profit-sharing retirement plans.

Learn more about our employer retirement plan services.

Business Group Benefits

We carry numerous employee benefit products from multiple carriers for group health, life, disability, and dental insurance plans, as well as flexible and voluntary pre-tax solutions for childcare, health care, and other allowed expenses.

Executive Benefits

As your employee benefits advisor, we can help you reward, retain, and recruit key executives with specialized products and unique plan designs such as deferred compensation plans, executive bonus plans, salary contract, and “golden benefit” plans. With our employee benefit planning experience, we can help you grow your assets and those of your employees as you grow your business.

Our Employee Benefits Consulting Services:

• 401k plan
• SIMPLE IRA
• SEP (Simplified Employee Pension)
• Age-weighted retirement plans
• Profit-sharing retirement plans
• Group medical, life, and disability insurance
• Cafeteria plans
• Employee communications and financial education

An Employee Benefit Advisor In The Chicago Metro Area

From our office outside Chicago, we have helped many small businesses create an effective employee benefits plan that rewards employees and keeps costs low. However, not all of our employee benefits planning clients are in Chicago. We can serve as your trusted employee benefit advisor no matter where your business is located.

We also provide business financial planning and employer retirement plan management.