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Employee Benefits Consulting

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Most business leaders understand the value of employees — they’re the human capital that drives the productivity of your organization. You probably refer to them as your number-one asset. You depend on them to provide extraordinary service and innovative ideas, the competitive edge you need.

Making certain that your employee benefits —including your 401(k) plan, executive deferred compensation, and your healthcare benefits — align with the needs of your employees and your business is a critical element of your success. This is true for both your domestic and international employee benefits. So, what else should you focus on? If you're looking for answers, we can help. We specialize in integrating people issues with business strategies.

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Employee Benefits Consulting Thought Leadership

  • Health and financial wellness programs: The game has changed
    Does your organization have health or financial wellness programs? Are they effective? Wellness programs aren’t new, but the purpose for providing them is changing. We discuss how to simplify and tailor your program to best fit your needs.
    Dori Drayton Wealth Management Brett Reardon Wealth Management Scott McLellan Jonathon Trionfi
    Webinar Wednesday, Dec. 4, 2019, 2 – 3 p.m. EST 1 min read
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  • 2020 retirement plan limitations summary
    Want to view the 2020 limits for qualified retirement plan benefits and contributions at a glance? Here’s our two-minute overview.
    Laura Taylor Michael Krucker Theresa McDowell
    Article November 8, 2019 2 min read
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  • Statement on Auditing Standards for employee benefit plans
    The AICPA Auditing Standards Board (ASB) issued a Statement on Auditing Standards (SAS) No. 136. Learn more.
    Theresa Banka Lindy Beldyga
    Article October 28, 2019 2 min read
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  • IRS releases hardship withdrawal guidance
    Hardship withdrawal guidance from the IRS has been released. Read our full alert to learn more. 
    Michael Krucker Laura Taylor
    Article October 22, 2019 4 min read
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Our Team

We can help you design qualified retirement plans as well as retention and incentive plans so that you can retain the employees you rely on for success. When you need a consultant who understands employee benefits and how they fit within a business strategy, you can depend on us.

We have experience helping organizations in a wide range of industries, including not-for profits, governments, manufacturing, retail, healthcare, and banks.

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2 min read
SOC 1 audit for government pension plan
MERS of Michigan proactively completes a SOC 1 Type 2 audit of their defined benefit pension plan system.
Case Study September 22, 2016 2 min read

How can we help your business?

Submit an RFP