Relational Advisors working around a laptop
Relational Advisors

POWER TO YOUR PEOPLE

Technology moves fast. We help you automate your benefit and HR programs and harness the power of technology so that you can put your people first.


Smart. Connected. Relational.

Retirement Planning

Retirement Planning

Empower your people, help protect your assets. Our full spectrum of retirement planning services will keep you informed, educated and ahead of the game.


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Employee Benefits

Employee Benefits

Go above and beyond. Our deep expertise in employee benefits, combined with our trusted voice give employers and HR departments confidence in their benefit strategies.


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HR Support Resources

HR Support Resources

We are an extension of your team, freeing up your time and allowing you to focus on mission-critical tasks - recruiting, upgrading skill sets, and employee engagement.


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Our Values

Our Values

Our firm is based on the core values of independence, work ethic, trust, and long-term relationships. We strive to do the right thing for our clients - every time. In our own office, we seek to offer a creative, employee centric, open environment – and are looking for clients that do the same.

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What`s New

Final Rules under the Mental Health Parity and Addiction Equity Act

On Sept. 9, 2024, the U.S. Departments of Health and Human Services (HHS), Labor (DOL), and the Treasury (IRS) (collectively, the Departments) released new final rules implementing the Mental Health Parity and Addiction Equity Act (MHPAEA). The final rule updates the way the Departments determine whether health plans treat mental health and substance use disorder […]

Employee Benefits Compliance Recap | August 2024

In August, the FTC ban on non-compete agreements was struck down by a court stating that the FTC did not have the power to implement the ban and its application was too broad. The FDA approved new and updated COVID-19 vaccines for adults and children as part of the preventive care mandate for group health […]

Upcoming Changes for HDHP Plan Sponsors under Medicare Part D

The Inflation Reduction Act of 2022 (IRA) made changes to Medicare Part D to enhance benefits and enrollee cost savings, which may significantly impact whether employer sponsored prescription drug benefits continue to qualify as creditable coverage under Medicare Part D. Creditable coverage means that the employer’s prescription drug coverage is at least as good as Medicare Part D coverage. Employer Action Items Contact your carrier, TPA, […]