Description
We specialize in comprehensive retirement planning, focusing on defined benefit, defined contribution, and 401(k) programs, as well as complex pension strategies, including select comparability designs. Our services extend to non-qualified deferred compensation programs, cafeteria plans, and programs governed by the Davis-Bacon Act. We manage the administrative service requirements for these offerings, providing daily and quarterly valuation record-keeping capabilities and cafeteria plan flexible spending accounts. In addition, we offer health care and benefit consulting by assessing insurance coverages and plan designs to find the most cost-effective solutions. We also conduct company reviews of various benefit programs to ensure they are optimally designed, operated, funded, and compliant with government regulations.
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