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Employee Benefits

We offer innovative and cost-effective benefits plans and solutions to help your company grow and thrive. These plans will help you to attract and retain the best talent in your industry, maximize sustainable savings for your bottom line and maintain your competitive edge.

Medical Plans 

Retirement Plans 

Voluntary Benefits

Key Person Insurance

Executive Retention Strategies

Succession Planning Services

Case Study: Voluntary Benefits Implementation Strategy for a Municipal Union

Case Study: Voluntary Benefits Implementation Strategy for a Municipal Union

The Board of Trustees of a professional white collar union in one of the nation’s largest municipalities was confronted with managing escalating healthcare costs and their impact on reducing the menu of employer paid benefits offered to union members. In addition, the changing demographics of their membership precipitated a shift to a more customized defined benefit approach to their benefit plan design and delivery process. 

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