Broker Check

Employee Benefits Consulting List of Services

  • Comprehensive Review of Employee Benefits
    • Pension Plan Benefits
    • 401(k) Plan Benefits
    • Employee/Retiree Healthcare Benefits
    • Severance Plan Benefits
    • Enhanced/Income Protection Plan (“IPP” or “EIPP”) Benefits
    • Life Insurance Benefits
  • Consultation regarding Reduction In Force (“RIF”)
    • Review RIF Package
  • Consultation regarding IPP or EIPP Offer
    • Review IPP or EIPP Offer
  • Updates on Pension Funding Status
  • Review 401(k) Account Allocations
  • Review Employee Plan Beneficiaries
  • Review State/Federal Benefits
    • Social Security Benefits
    • Medicare Benefits/Coordination
    • Unemployment Insurance
  • Navigation of Benefits Website
  • Consultation Regarding Pension Commencement
  • Review Estate Plan