Corporate Benefits

We provide a host of services to our small and medium sized corporate clients. Whether its group benefits or retirement plan administration we have the resources to help business owners understand the options available to them. We also provide insight regarding the complex legal framework surrounding corporate benefits. This allows the business owner to get back to what they do best, which is run their business. 

 Some of the many services we provide:  

• Establish and evaluate 401-k’s
• Set-up Money Purchase, Profit Sharing, and Defined Benefit plans, SEP’s, Simple IRA’s
• Group benefit plans such as Life, Health and Long-Term Care plans
• Personal Financial Counseling as an Employee Benefit
• Participate in financial education programs and seminars for corporate executives & employees
• Insurance – Business Overhead Insurance, Key-Man, Split Dollar, Deferred Compensation, Shareholder Buyout Agreements
• Implement Section-125 Group Cafeteria Plans (Tax Favored)

Neither  Osaic Wealth, Inc.  nor its representatives or employees provide legal or tax advice. If legal or tax advice or other expert assistance is required, the service of a currently practicing professional should be sought.