Service Definitions

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Flex Plan Administration: Providing your employees with the opportunity to participate in a Flexible Spending Account (FSA) for their medical or dependent care needs gives them an important benefit plan that can help them take greater control over their financial future. The plan you offer employees will help manage group medical premium and FSAs, which provide tax-free reimbursements for health care and daycare expenses. We have cost effective options for all your flex plan administration needs!

COBRA Outsourcing: If your organization maintains a group health insurance plan, you could be subject to compliance with COBRA (Consolidate Omnibus Budget Reconciliation Act). To protect your organization from IRS penalties and avoid costly litigation, you must be in compliance with this important legislation. Let our partners handle the paperwork for you!

Banking Services: As a business owner, it is important to find a banker committed to your business. A good banker can be a huge asset for your business, speeding loan approvals and offering advice that can save you money. Our banking partners provide commercial, retail, and private banking services that can help you and your business succeed.

Payroll Services: All payroll service companies offer similar core services: calculating payroll and tax obligations for each employee, printing and delivering checks, and providing management reports. But our partners go beyond the basics of payroll by offering a wide breadth of affordable services that include integrated HR solutions, 401k integration, time & labor solutions, background checks and HR compliance resources.

Business Insurance: Business insurance tailored to your needs is just the first step in real risk management. From our perspective, you need more than someone who just sells liability, workers’ compensation, and property & casualty insurance. Your business is unique and we believe that working with our business insurance partners to reduce your risks and exposures, minimize claims, and keep your premiums at their lowest is the most effective way to protect your company.

Safety/OSHA Compliance: The goal of a safety program is to reduce and eliminate exposures that can lead to work-related death, injury, or disease in the workplace. Having clear, concise programs in place can help avoid or eliminate these types of situations, as well as reduce important workers’ compensation and legal liabilities. Our partners will reduce the time you spend on OSHA and EPA compliance and provide valuable environmental and industrial hygiene testing services.

Personal Home/Auto Insurance: We provide you, and your employees, a variety of solutions to protect your home, autos and personal assets.

Human Resource Consulting Services: Even companies with experienced human resource personnel recognize the value provided by our Human Resource Consulting partners because no one person can be an expert on every subject. Take advantage of our services that benefit you and your organization by minimizing the chances of HR related lawsuits, reducing the risks associated with the management of employees and saving time.

Recruiting Service: Why is recruitment important? Because high performing staff is critical to the success of your business! Our recruiting service partners offer you solutions to meet all your temporary, temp-to-hire and direct hire placement needs. Let the pros find the right employees for you!

Investment Management/Employee Retirement Plans: Your company retirement savings plan is an essential part of your employee’s future financial security. Our partner firm will continuously monitor your investments and make recommendations, educate and provide financial planning advice for employees, help you comply with ERISA 404© guidelines and help select superior administration and recordkeeping services.

Credit/Debt Consulting: Our Financial Services partner has established a solid reputation of helping people dramatically increase their FICO score through education of the credit reporting industry along with removal or upgrade of derogatory items showing on credit reports. With a higher FICO score, our clients can qualify for lower payments on their home and auto loans, reduce their monthly insurance premium payments, saving hundreds of dollars every month. Whether it is the need for improving your credit score or having an expert negotiator / arbitrator settle debt on your behalf, our professionals will get the job done.

Accounting Services: Our Accounting Services Partners provide employers with solid, forward-thinking business strategies, expertise, and advice along with traditional accounting, audit, and tax services.

Strategic Business Planning: Defining a vision and mission, creating goals, and developing strategies and an action plan are critical to your success. Having these important pieces in place puts you and your company on a direct path to a promising future. However, many organizations don’t take the time or don’t have the internal resources to build a business plan. Let our Strategic Business Planning partner help you set the direction for growth!

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