SOLUTIONS

What We Do

01

C.A.S.E

PROGRAM

ERISA complaint solutions for aging workforce compliance and Active-Employee Medicare Off-boarding

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 DOL, CMS, and IRS compliance risks associated with an aging workforce

05

SUCCESSION

PLANNING

Coming in 2020

Mentorship programs and solutions that address skill gaps associated with retiring workers

INTERESTED IN HEARING MORE?

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