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

IRS Releases 2025 ACA Affordability Percentage for Employer-Sponsored Health Coverage

The IRS recently released its annual inflation adjustment to the percentage of household income used to determine whether an employer’s offer of health care coverage under the Affordable Care Act (ACA) is affordable. The good news for employers is that the percentage has significantly increased for 2025. For plan years beginning in 2025, the percentage […]

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 […]