Complex Problems. Simplified Solutions.

Advisor Resources


Plan Filings

Information on Form 5500, Summary Annual Report, and Annual Funding Notice.

Sample Plan Design Illustrations

Illustrated plan design examples for 401(k), profit sharing and cash balance plans.

Can’t pass testing & defer all you want?

Maybe a safe harbor plan can help!

Social Security Administration

Information regarding the Social Security program, key statistics and benefit estimates.

Pension & Investments

Information on money management and pension funds investing including reports on asset searches.

Employee Benefit Research Institute

Information regarding trends in employee benefits as well as useful research reports.

World At Work

Great source for employee benefits information especially regarding compensation issues.

Health Insurance Association of America

Information on current events and trends in the health insurance marketplace.

Chamber of Commerce of Eastern CT

Information about its members, the chamber, and an overview of life in Eastern Connecticut.

Las Vegas Metro Chamber of Commerce

The Chamber partners with myriad organizations and entities to make Las Vegas a vibrant place to live and work.

Anthem Blue Cross/Blue Shield

A leading provider of medical insurance in the United States.  We are appointed by Anthem and can work to get you the best possible product at the best price.

Industry News Resources