Employee benefits such as health, life, disability, dental, pensions, and non-qualified plans are an important part of the packages available to offer employees. Many employee benefits offer favorable tax ramifications to an employer. A formal review is available to recommend tax strategies, competitively price benefits and incorporate new ideas with potential benefit savings.
Pension plans can be a complex area.
Mark has served a number of local businesses with investment advise for the pension trustees and recommends administration through competitive third party pension administration firms.