Our Services

  • Voluntary Benefits
  • Strategic Planning
  • Contribution Strategies
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  • COBRA Administration
  • Summary Plan Descriptions
  • Employee Benefits Guide
  • Group & Individual Employee Enrollment
  • ERISA WRAP Document
  • 5500 Document
  • ACA Reporting
  • Company Owned Life Insurance
  • Key Person Insurance
  • Deferred Compensation Plans
  • Buy-Sell Agreements
  • Business Succession Plans

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