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Employee Benefits
We believe that providing employee benefits tailored to the unique needs of each business is crucial. Recognizing that there is no one-size-fits-all approach to employee benefits packages, we take the time to get to know our clients and their specific circumstances. By doing so, we can provide tailored benefits for your organization. Every business has a distinct set of circumstances, and it is essential to understand these to be able to provide benefits that are truly effective. Our team of experienced professionals works closely with each client to ensure that they receive the attention and support they deserve. With our expert guidance and personalized approach, businesses can feel confident that they are offering their employees the best possible benefits package.
Ready to start a conversation?
We offer a complimentary introductory consultation to discuss the needs of your organization.
Workplace that empowers you
Employee wellness
Robust employee benefits directly impacts productivity, engagement, and overall job satisfaction. By providing such benefits employers can reduce turnover, enhance employee morale. Benefits help employees achieve long-term financial security, improve physical and mental health, and foster a positive work environment.
Compliance
Our compliance team of legally trained advisors proactively monitor changes in legislation that impact your organization’s benefits, and provide timely and actionable guidance to ensure compliance with federal, state, and local laws and regulations.
Vendor search & management
We evaluate vendors’ qualifications, experience, and compliance with regulatory requirements. Once selected, ongoing monitoring is essential to ensure that vendors continue to meet contractual obligations and provide quality services. Vendor management is a critical responsibility for employers sponsoring employee benefit plans that helps mitigate risks, avoid legal liabilities, and ensure the effective administration of employee benefit plans.
Retirement Plans
We believe that every employee should have the opportunity to have a retirement plan as part of their benefits package. By offering these plans, employers can attract and retain talent while helping their employees achieve long-term financial security. An employer-sponsored retirement plan is a valuable benefit that helps employees save for their future. Retirement plans reduces the employee’s taxable income but also provides a structured way to build retirement savings over time. We offer plans tailored to your business needs.
- Plan design and benchmarking
- Investment advisory services; fund selection/monitoring
- Defined contribution and 401(k) plan services
- Fiduciary consulting and support; Asset/liability modeling
- Vendor searches and management
- Participant communications
- Plan termination support
- Forecasting and cash flow planning
Insurance Benefits
Insurance benefits are a crucial component of a comprehensive compensation package, designed to attract and retain top talent while enhancing overall job satisfaction. By offering a robust benefits package, employers can improve employee productivity and engagement, as well as foster a positive work environment. Additionally, certain benefits, are often essential for employees’ long-term financial and personal well-being.
We work with you to determine the best benefits for your business.
- Health Insurance
- Life and AD&D Insurance
- Disability income Insurance
- Accident Insurance
- Critical illness insurance
- Hospital Indemnity insurance
Additional Services
Executive Benefits
Programs that offer businesses a tax advantaged way to selectively provide executives with a comprehensive compensation package.
Business Advisory
Providing solutions to assure smooth operation, tax optimization, and maximize value extraction from your business.
Exit Strategies
Navigating a clear transition of business ownership with confidence utilizing strategies that are tax efficient.
Tax Guidance
With increasing tax legislation, we provide clients with sophisticated strategies and potential offshore considerations that deliver results.
Succession Planning
A comprehensive plan that ensure a seamless transition of leadership and ownership for your business that secures the future of your enterprise.
Contact us to discuss how we can help you get the right solution for your organization.
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INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, GUZHUNA FINANCIAL GROUP OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
