A trusted partner for you and your clients

Our solutions make your job easier

We understand the challenges employee benefits advisors like you face every day:

  • We partner with advisor groups nationwide to provide expert benefits administration for clients of all sizes.
  • We provide a flexible approach to meet the unique needs of even complex, high-touch clients and plans.
  • We have a proven track record of expert benefits administration and receive great feedback from our advisor partners and clients.
  • Our account management teams provide responsive, personal support for every client.

Why Choose Us

We provide expert benefits administration services for clients nationwide, from small businesses to large employers across a wide variety of industries. Here are a few of the benefits you’ll enjoy when working with us:

 

Convenience

We offer one-stop shopping for the most popular employee benefits services to save you time, meet your clients’ unique needs, and make things easy and convenient for plan participants.

An Outstanding Client Experience

Our personal approach makes life easier for you and your clients. From implementation through plan maintenance, your clients receive knowledgeable and responsive support from their account team.

A Steadfast Commitment to Participant Service

We know that happy employees are the key to a successful benefits program. That’s why we’re focused on providing exceptional service to plan participants.

 

We bring a personal, authentic element to the customer experience and provide security through self-empowerment, giving people the ability to save for and manage their most important costs.


Plans & Services

Explore our easy-to-use and easy-to-understand offerings to learn about how we help you provide for your employees.


Ready to get started?

Contact us today and we’ll discuss how to best meet your needs.

 

Let’s chat