Effective March 16, 2017: The U.S. Prime Rate Has Increased from 3.75% to 4.00%. 

Our Philosophy

Our philosophy includes the following goals:

  • To effectively assist our clients and alliances while providing a benefit plan that employees value and appreciate
  • To listen to our client’s needs and offer effective solutions
  • To provide uniform, high-quality, and cost-effective work on a timely basis
    1. Uniform means that we use the same standards for each type of work, regardless of the staff involved
    2. High quality indicates performance unsurpassed by any firm, which includes a peer review process of plan documents and year end compliance reporting
    3. Cost effective includes setting fees that are fair for the overall value provided, as well as the actual services delivered
  • To provide timely contact with clients at all staff levels in order to satisfy clients’ needs.
  • To recognize and anticipate client needs, allowing them to rely on our experience to assist in solving benefits-related challenges
  • To meet or possibly exceed all of our commitments

“Haste makes waste.”
Benjamin Franklin