One Huntington Quadrangle, Suite 4N10, Melville, NY 11747

Ph: (631) 465.0606 | Email:

  • Plan Design & Selection Support
  • Medical & Rx Analytics
  • Plan Disruption Analysis
  • Employee Retention Strategies
  • ACA & DOL Compliance/Tools
  • 6055/6056 Reporting
  • 1094/1095 Filing
  • HR Assistance
  • Employee Benefits Statements
  • Employee Handbook
  • Vacation Tracking
  • Online Enrollment
  • On/Off Boarding Assistance
  • Plan Design Decision Support
  • Employee Portal/HR Intranet
  • Health & Wellness Information
  • Healthy Lifestyles/Fitness Programs
  • Employee Newsletters & Videos
  • Employee Benefits Communications
  • Quote Plans
  • Claims & Billing Assistance
  • Negotiate Renewal
  • Plan Comparison
  • Coverage & Policy Expertise
  • Applications Submission

Executive Benefits

We understand the importance of having attractive executive benefits for finding and retaining top talent for your business. We are here to provide the guidance and expertise to develop the best executive benefit solutions to fit your company and needs to help you grow and be successful.

Retirement Planning

Our team of retirement professionals are dedicated to the design of innovative and company sponsored plans of real value. Some of the many aspects of what we provide our clients include:

  • In-depth Investment Due Diligence and Analysis
  • Extensive Benchmarking on Services and Fees
  • Full RFP Vendor Searches
  • Complete Plan Resources and Fiduciary Support
  • Best Practices in Planning, Execution and Service
  • Investment Policy Statements

Having a solid financial services plan for your employees and key executives is vital for attracting new talent and retaining the staff you already have.