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A different approach. Better Results. 

Simple Solutions for Employer Benefits

ABOUT US

After spending two decades in the retirement plan and business solutions industries, Benefit Solutions, Etc. was founded to help overcome the hurdles (and frustrations) that both Employers and Financial Advisors face when dealing with Employee Benefits.  I decided to create a company that would be part of the Solution.

SERVICES

Human Resource and Management Services:

  • Performance Management

  • Document Preparation (Employee handbooks, policy & procedure manuals, training manuals, etc.)

  • Benefit Management 

  • Compliance/Regulatory Management

  • Recruitment and On-boarding

  • Training and Process Development

 

Retirement Plan Administration:

  • Plan Design & Document Preparation

  • Contribution Calculations and Annual Required Testing

  • Processing of participant withdrawal inquiries and requests

  • Preparation of annual Form 5500, Contribution Submissions, and initial preparation of year-end census

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Retirement Plan Consulting:

  • Assistance with IRS or DOL audits

  • Correction Program guidance and preparation

  • Review and recommendation of Plan Design and Provider Selection

OUR BELIEFS

​We are a boutique firm where Customer Service is our priority.  Our team is Proactive and Focused to bring solutions for your Employer Solutions needs.

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Utilizing a small group of strategic partnerships allows us to know the needs and wants of each Financial Advisor and Employer Clients.

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Each team member brings their passion and dedication to best serve our Clients.

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Serving as your trusted advisor, we customize solutions to your individual needs.

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