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We Know the Industry
We are experts. We keep track of laws, regulations and options so you don’t have to. You have better things to do. When new rules come out, we will only engage you with things that affect your plan and only at the time it is actionable.
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Information Security
We deal with sensitive information for over 600 clients and 1,000’s of plan participants. We take security seriously. In addition to physical mail and fax, we have partnered with box.com to share files electronically using the highest standards in the industry. Multi-factor authentication, separation of duties, encrypted servers, and regularly reviewed protocols are just a few of the measures we take to keep your data secure.
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Pro-Active Recommendations
We’ll review and highlight what stands out. We offer options and adjustments based on what fits you the best. You get expert, informed recommendations.