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
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
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
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 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.
What`s New
Managing AI Use in the Workplace Without Stifling Innovation
Artificial intelligence is already part of the workplace. Employees are using generative tools to draft emails, summarize documents, build presentations, analyze data, and accelerate research. In many cases, these tools appeared before organizations had formal policies in place. The result is a familiar tension: leadership recognizes the productivity benefits of AI, but concerns remain around […]
Employee Benefits: The Growing Importance of Internal Mobility
Hiring external talent has become more expensive and less predictable. At the same time, many organizations already employ individuals who possess transferable skills, institutional knowledge, and a deep understanding of company culture. The challenge is not always finding talent. It is recognizing it. Internal mobility programs help organizations identify and develop talent that already exists […]
Stay Compliant with the Employee Benefits Compliance Brief
An exclusive UBA Partner Firm monthly newsletter, focusing on one of your most important responsibilities — employer compliance. Employer Priorities ACA Reporting Deadlines (March 2026) March is the most critical month for ACA reporting. Employers must meet deadlines for furnishing employee forms and filing with the IRS. Missing deadlines or submitting incorrect information can result […]