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Medical Plans
HMO EPO, POS, PPO & Indemnity
Prospective & Retrospective Reimbursement
Alternate Funding Arrangements
Managed Care Mechanisms
ERISA Plans
Multi-Site & National Case Management
Health Savings Account (HSA)
Health Reimbursement Account (HRA)

Estate & Tax Planning
IRA, TSA's and Rollovers
Charitable Giving/Remainder Trusts
Financial Planning
Retirement Planning
Tax Planning
Generation Skipping
Living Trusts
Dental & Vision Plans
DMO
Indemnity

Long and Short Term Disability
Buy Out & Business Overhead

Life and Accidental Death
& Dismemberment

Key Man
Section 162 Bonus
Buy/Sell Agreements

Individual & Family Plans
Health, Dental & Vision Plans
Medical Supplement
Long Term Care
Life and Annuities
Other Products Available
Flexible Spending/Section 125 Plans
Long Term Care
Employee Assistance Programs
Executive Reimbursement
Voluntary Payroll Deduction Programs
Prepaid Legal Plans
Critical Illness
Non-Qualified Preferred Compensation
Employer Added Value Programs
HIPAA Privacy Compliance
Human Resources & Safety Consulting
HCO (Health Care Organizations)
Summary Plan Descriptions, Amendments &
Summary Material Modification

401(k) & Profit Sharing Plans
COBRA Compliance Administration
Seminars
Form 5500 Filing
Employee Benefit Statements
Legislative Compliance & Updates


 




 

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