Group Benefits
A comprehensive and cost-effective benefits package may be a useful tool for a company to attract and retain its most valuable resource- its people. Precision Wealth understands that running your successful business is your priority. Often, this leaves little time to do the research required to create, implement, and service a comprehensive benefits package for employees and key personnel.
Our independent status allows us to choose among the most competitive products and services when developing our client’s benefits package. Whether implementing a new plan or looking to lower costs, increase service, or potentially better performance from your existing plan, we will help to build a solution specific to your company’s goals.
Unlike other group benefits providers, we at Precision Wealth feel that the implementation process is just the beginning of a group or executive benefits package. Our continued service and experience provides value and utility of the benefits plans we prepare for our clients.
Group Benefits
- Current Benefits Review
- Group Health Insurance
- Retirement Plans such as 401(k), 403(b), and SIMPLE Plans
- Short Term Disability
- Long Term Disability
- Dental Plans
- Vision Plans
- Section 125 Cafeteria and Flex Plans
- Group 529 Education Savings Plans
Owner/Executive Benefits
- Executive Bonus Plans
- Buy-Sell Agreements
- Key Person Plans
- Deferred Compensation
- SEP IRA’s
- Pension Plans
- Advanced Executive Plans