Advantage Benefits Group

Retirement Plans –

• Defined Contribution/401(k)
• Defined Benefit
• Non-qualified deferred compensation
• Increased participation through group meetings and individual consultations with performance guarantees
• Vendor analysis (pathfinder)
• Investment policy statement and fiduciary guidance
• Quarterly investment analysis and performance ranking
• Simple IRA

Health Plans –

• Consumer driven solutions (HRA’s and HSA’s)
• Self-funded and Fully-insured
• Real time Benchmarking data
• Customized reporting
• Creative stop-loss solutions
• Group meetings and individual consultations
• Claim analysis and resolution
• Contribution strategy evaluation
• Customized communication materials

Life, Disability, Dental & Vision –

• Employer paid and voluntary
• Reduced pricing through marketplace leverage
• Contract analysis
• Wrap documents
• Large marketplace
• Funding recommendations
• Life insurance needs determination

Cafeteria Plans –

• Customized enrollment forms
• Design and implementation
• Plan testing and administration
• On-line enrollment
• Flex Administration
• Summary Plan Descriptions
• 5500 filing
• Wrap documents

Executive Benefits –

• Buy/Sell agreements
• Key Man insurance
• Disability wrap plans
• Excess 401(k)
• Estate liquidity planning
• Business succession
• Retirement distribution counseling

Customized Employee Benefits website through Benergy –

• Online enrollment
• 24 hour access to all benefits information
• Real time benefits updates
• Electronic access to SPD’s
• Rx and Medical research tools
• Plan tours and comparisons

Individual Health Insurance Providers –

Other services –

• Wellness screenings

Services

“Advantage Benefits Group is an innovative employee benefits firm that is prepared to handle all aspects of your benefits package. Through our unique insights and our technologically advanced services we will become a seamless extension of your human resource department.”