Your Foundation For Success.
Leave us to the heavy lifting. Using our benefitMATRIX™ Technology suite, we’ll help identify, analyze, and implement solutions tailored to your company’s needs.
Take your first Diagnostic free of charge by clicking get started!
benefitDIAGNOSTIC™
Evaluate your company’s current benefits line-up and help optimize current offerings to recruit, retain and reward Top Executive Talent. Complete the short survey and receive comprehensive recommendations designed to tailor your unique needs and help reduce unnecessary expenses.
Complete this Diagnostic to:
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- Pinpoint areas of opportunity in your benefit offerings
- Uncover ways to reduce unnecessary expenses
- Optimize current offerings to recruit, retain, and reward Top Talent
- Receive Board-Room Ready recommendations for Plan approval
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benefitADMIN™
A record-keeping platform backed by a SOC 1, 2, and 3 compliant organization. The benefitADMIN™ seamlessly unites our benefitDIAGNOSTIC™, planBUILDER™, and benefitHEATMAP™ technology solutions to design, implement, fund, and administer nonqualified plans to help maximize financial results and supports a spectrum of plan types, including:
- Non-Qualified Deferred Compensation Plans
- Existing deferral plan audits
- Buy-Sell Funding
- Phantom Stock Plans
- Capital Maximization Plans
successionDIAGNOSTIC™
Succession planning often gets sidetracked until it’s too late. Don’t wait. Start by completing a business valuation to see what your company is worth.
Complete this Diagnostic to:
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- Pinpoint owner-specific needs for succession
- Identify whether there are risks to your current transition plan
- Support the biggest transaction process of a business owner
- Plan a successful transition from one set of leadership to the next
- Receive a report to support your formal succession plan
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401kDIAGNOSTIC™
Today, offering a retirement plan is more than a benefit, it’s a necessity. How does your plan compare to those offered by other companies?
Complete this Diagnostic to:
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- Uncover opportunities to enhance your plan
- Identify gaps in your fiduciary process
- Learn how your plan affects your efforts to find/keep the “right people”
- Receive a boardroom-ready report to support internal conversations
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