Additional Services:

• ESOP Repurchase Liability Studies
• Managed Accounts for Retirement Plans
• Removing the Caps on Highly Compensated Employees (HCEs) for Retirement Plan Contributions (409A plans)
• Supplemental Executive Retirement Plans (SERPS)
• Deferrred Compensation Plans
• 401(k) Mirror Plans
• Executive Bonus Plans
• Benchmarking Studies of Employee Benefits
• Group Health Insurance Plan Design and Cost Reduction Strategies
• Group Health or Disability Insurance
• HR/ Investment Committee Fiduciary Training
• CPE for CPA's on the Global Standard of Fiduciary Excellence

For Individuals:

• Wealth Management for Individuals
• Actively Managed Investment Accounts for Individuals
• Financial Planning
• Individual Brokerage Accounts
• Retirement Planning Services
• Individual Life Insurance
• Long-Term Care Insurance