What We Do

Financial Wellness trainings & briefings

Admin week for new hires training and orientation

Group Benefits (if reevaluating deferred compensation, group life & disability insurance)

Coordinate with the wellness team and/or assist in the creation of establishing a wellness program

Review your pension formula and run your pension numbers

Run your retirement projections to see it you're on track (*can include/factor in spouse's benefits and plans)

Benefits overview for laterals to new departments enrolling in new benefits

Review deferred compensation retirement plans

Review any life insurance, long-term care and disability insurance plans and help you supplement any shortfalls