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2) Employee Benefits

A considerable portion of your Retirement Wellness depends upon your employee benefits, including 401(k) Plans, 403(b) Plans, Pension Plans, and Severance Plans, and Healthcare Plans.

We have the know-how aimed at optimizing those benefits. Our team includes William Bernarduci, J.D., our employee benefits MVP. With over 20 years of legal experience in employee benefits and ERISA (Employee Retirement Income Security Act) law, Bill has the expertise to guide you through your benefits decisions. We’ll also help you understand the interconnection between your employee benefits and other government benefits, such as social security, unemployment, and Medicare.

Employee Benefits Consulting List of Services

We can help review the following Employee Benefit Plans

  • Pension Plans / Defined Benefit Plans
  • 401(k) Plans / Defined Contribution Plans
  • 403(b) Plans
  • College Plans
  • Profit Sharing Plans
  • Severance Plans