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Workplace Benefits

Another way we add value to our clients is by assisting with employer-provided benefit elections. During your open enrollment, or upon changing jobs, we can help you determine what to elect, and how to pay for it. For instance, paying for disability coverage with pretax dollars means any benefits would be taxable. However, paying with after-tax dollars means any benefits would be paid tax-free.

We provide:

  • 401(k) investment elections
  • Pretax vs Roth deferrals
  • Life insurance & AD&D coverage elections
  • Disability coverage elections
  • HSA elections
  • Stock option planning
  • Supplemental insurance coverage