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Products & Services

Group Products
Life/AD&D
Voluntary Life/AD&D
Dependent Life/AD&D
Full & Self Insured Health Plans
Short Term Disability
Long Term Disability
Dental Plans, Traditional or Voluntary
Long Term Care Plans
Wellness Programs
Section 125 Cafeteria Plans
Alternative Health Service Programs
Health Savings Accounts (HSA's)
Health Reimbursement Accounts (HRA's)
Business Travel Accident Insurance
Legal Plans

Individual Products
Life Insurance
Disability Insurance
Long Term Care Insurance
Key Employee Insurance
Health Savings Accounts (HSA's)
Business Overhead
Business Buy-Sell Insurance
Financial Counseling via Associate Company
Estate Planning via Associate Company
Executive Bonus/Deferred Compensation Plans
Legal Plans

Arrange Retirement Plans
401k Plans
403B Plans
SEP/SAR-SEP Plans
Retirement Planning Workshops
Financial Planning Workshops
Roth IRA's

Value Added Services
Employee Education Sessions
Fringe Benefit Communication Booklets
Enrollment Packets for New Employees
Electronic COBRA & MN Continuation Letters & HIPPA Certification Forms
Roth IRA's
Administrative Services for processing new hires, changes and terminated employees and/or dependants paperwork
Property & Liability Insurance via Associated Company

 

Documents

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Documents
  • 2020 May Newsletter.pdf
    8 Months ago by Portal Administrator
    Approved
  • How To Lower the Risk of a DOL Audit.pdf
    8 Months ago by Portal Administrator
    Approved
  • Employer Shared Responsibility Provisions.pdf
    8 Months ago by Portal Administrator
    Approved
  • ACA Tax Provisions for Employers Based on Size.pdf
    8 Months ago by Portal Administrator
    Approved
  • HSAs FSAs & HRAs.pdf
    8 Months ago by Portal Administrator
    Approved
  • IRS Announces 2020 Long Term Care Tax Numbers.pdf
    8 Months ago by Portal Administrator
    Approved
  • COBRA.pdf
    8 Months ago by Portal Administrator
    Approved
  • SS and Retirement.pdf
    8 Months ago by Portal Administrator
    Approved
  • Records Retention Schedule 2020.pdf
    8 Months ago by Portal Administrator
    Approved
  • HSA Limits for 2020 and FAQs.pdf
    8 Months ago by Portal Administrator
    Approved
  • FAQs for Filing the ERISA Form 5500.pdf
    8 Months ago by Portal Administrator
    Approved
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