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SOLUTIONS

HOW CAN WE HELP YOU?
01
ACTIVE
EMPLOYEES
ERISA compliant solutions for aging workforce compliance, education, COBRA mitigation, and off-boarding support
02
RETIREE
PROGRAMS
Innovative Retiree Group Solutions that reduce costs, improve benefits, and extend the life of pension dollars and trusts
03
MUNICIPALITIES
& UNIONS
Tailored solutions for Municipalities and Unions that streamline the process while extending the life of trusts and reducing FASB/GASB Liabilities
04
AUDITS
& INSIGHTS
Audit solutions that help mitigate ERISA< DOL, CMS, and IRS compliance risks associated with an aging workforce
05
SUCCESSION
PLANNING
Available SOON!
Mentorship programs and solutions that address skill gaps associated with retiring workers
Healthcare Cost Savings, Compliance, & Risk Mitigation
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