Cafeteria plan administration.  A common program for most school systems, our goal is to eliminate the mandatory annual enrollments used for years by insurance agents to require an audience with educators.  Internal Revenue provisions allow for pre-tax premium deductions to carryover from year to year, so why not eliminate some paperwork for you and hassle for your employees.  The only benefit that must be elected annually is flexible spending account deductions.  Contact us to learn more.

403b plan administration.  Our compliance solution keeps your plan in your control and gives you complete authority over the investments offered to your employees.  Our administration is not done by an insurance company, an annuity vendor, or a retirement solutions provider.  We caution our clients to never use an investment provider to do plan administration.  If you do, this makes it really hard to solve investment issues without impacting your regulatory compliance.  Want to know more?  Contact us to learn more.