Bringing Employee Benefits Full Circle
What We Do
We help you maximize financial health and employee satisfaction by strategizing, designing, and implementing employee benefit plans that are customized around your objectives and goals.
Who We Are
We are a team of analysts, consultants, and strategists, who are passionate about our clients and who strive daily for responsiveness and efficiency.
Customized Benefit Plans
We offer all lines of benefits, and will design a strategy that works for your organization, culture, and philosophy.
Experienced
Our consultants have 50+ combined years of experience in the industry.
Reliable
Personalized, no-nonsense, effective, and efficient service. We are a dependable team that becomes part of your team.
Client and Employee Support
From online resources, to presentations in English and Spanish, we’re just a phone call or email away. Let us know what you need.
Speak with one of our Benefit Consultants today.
Upcoming Events & Newsletters
American Diabetes Month (November)
November is National Diabetes Month. With 1 in 5 adults not knowing that they are impacted directly by diabetes, it’s essential to understand the risk factors and symptoms. View and download American Diabetes Month
Benefits Buzz – Final Forms and Instructions for 2024 ACA Reporting Now Available
The IRS has released final 2024 forms and instructions for reporting under Internal Revenue Code Sections 6055 and 6056. No major changes were made to the final forms and instructions for 2024 reporting. As a reminder, the electronic filing threshold for returns required to be filed on or after Jan. 1, 2024, is 10 or …
Live Well, Work Well – Fall Into Mindfulness (November)
The changing seasons can help you prioritize your physical, emotional and mental health by presenting the opportunity to start new routines or cut out unhealthy habits. Autumn is a great time to embrace the concept of mindfulness, the practice of being fully present in the moment Mindfulness can help people embrace seasonal transitions and make …
Recipe of the Month – Beef and Bean Chile Verde (November)
View and download the latest Recipe of the Month
Compliance Tracker – October
No key compliance deadlines for November 2024. Year-end Compliance Reminders As 2024 approaches its end, employers should review their compliance to ensure that all required activities will be completed by the end of the year. In addition, as the end of the year approaches,employers should consider reminding employees what happens to unused funds in their …
Benefits and Me: Flexible Spending Accounts (October)
A flexible spending account (FSA) is a beneficial tool for saving money on health care because it contains pre-tax dollars contributed each pay period to pay for qualified medical and dental expenses. An important provision of an FSA is that most of the money contributed within a calendar year (and any applicable grace period) must …
