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    • About Us
      • About Us
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    • Advisory Services
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  • Home
  • About Us
    • About Us
    • Why Us?
  • Advisory Services
    • Business Loans & Capital
    • HR Solutions
    • Marketing 101
    • HealthShare Plans
  • Book An Appointment
  • ADVISOR IN ACTION
  • AdvisorTV | Advisor Radio
  • Learning Center
  • Resources
  • Contact Us

HR SOLUTIONS - ADMINISTRATION, PAYROLL & EMPLOYEE BENEFITS

Find out more

EMPLOYEE BENEFITS: Impactful & Inclusive to serve everyone

Flexible Spending Accounts (FSA)

Flexible Spending Accounts (FSA)

Flexible Spending Accounts (FSA)

Health Reimbursement Plans (HRA)

Flexible Spending Accounts (FSA)

Flexible Spending Accounts (FSA)

Health Savings Accounts (HSA)

Flexible Spending Accounts (FSA)

Health Savings Accounts (HSA)

AgriPlan - Section 105

AgriPlan - Section 105

Health Savings Accounts (HSA)

Fringe Benefits

AgriPlan - Section 105

Education Accounts

Education Accounts

AgriPlan - Section 105

Education Accounts

Give Back Benefits

Remote, Home-Based & Commuter

Give Back Benefits

Wealth Accounts

Remote, Home-Based & Commuter

Give Back Benefits

Remote, Home-Based & Commuter

Remote, Home-Based & Commuter

Remote, Home-Based & Commuter

COMPLIANCE, PAYROLL & BOOKKEEPING: Reduce the Burden & Risk

ERISA

ERISA

ERISA

ERISA is a federal law regulating group-sponsored benefits. With audits on the rise, it is more impo

ERISA is a federal law regulating group-sponsored benefits. With audits on the rise, it is more important than ever to trust a compliance expert. 

FMLA

ERISA

ERISA

The Family Medical Leave Act (FMLA) guarantees employees the right to up to 12 work weeks of unpaid job-protected leave in a 12-month period for specific medical and family-related reasons.  

HIPAA

ERISA

ACA Reporting

Employees’ healthcare history must be protected.  It’s not just the right thing to do—it’s the law.  We can help you comply with these privacy requirements. 

ACA Reporting

Dependent Eligibility Verification

ACA Reporting

ACA tracking and reporting requirements can be a challenge. We can help ensure your compliance.  

Non-Discrimination Reporting

Dependent Eligibility Verification

Dependent Eligibility Verification

Each year, employers are obliged to ensure that their FSA, HRA, Group Term Life Insurance, and Self-Insured Medical Plans do not discriminate in favor of Highly Compensated Individuals (HCI). 

Dependent Eligibility Verification

Dependent Eligibility Verification

Dependent Eligibility Verification

Our service enables companies to ensure a fair and impartial verification process, protecting employees from potential issues if ineligible dependents were mistakenly covered under their plan. 

Payroll

Policy & Procedures (PPM)

Bookkeeping

Outsourcing payroll offers a three-pronged value proposition for employers: cost reduction and efficiency, improved accuracy and security, and increased focus on core business activities. 

Bookkeeping

Policy & Procedures (PPM)

Bookkeeping

For a business leader focused on operational management and ROI, it often serves as a strategic move to reduce overhead by hiring an external firm to manage your financial records, reconciliations, and reporting rather than employing an in-house staff member.

Policy & Procedures (PPM)

Policy & Procedures (PPM)

Policy & Procedures (PPM)

A comprehensive internal document that outlines an organization’s rules (policies) and the specific, step-by-step instructions (procedures) for carrying them out. It serves as a central "rulebook" to ensure operational consistency, regulatory compliance, and clarity for employees. 

Employee Handbook

Standard Operating Procedures

Policy & Procedures (PPM)

A crucial document that formalizes company policies, culture, and legal compliance, helping set expectations and protect the business.  

Standard Operating Procedures

Standard Operating Procedures

Standard Operating Procedures

A set of written, step-by-step instructions documenting how to perform routine, complex, or safety-critical tasks consistently. Its purpose is to ensure quality, compliance, and efficiency while reducing errors, bottlenecks, and training time.

Employee Job Descriptions

Standard Operating Procedures

Standard Operating Procedures

A concise, actionable document outlining an employee's responsibilities, duties, and required qualifications. It defines the role's purpose, performance expectations, and reporting structure, serving as a foundation for recruitment, compensation, and performance management. 

CONTINUATION: Reduce your Risk and Liability

COBRA

Leave of Absence

State Continuation

State Continuation

Retiree Billing

State Continuation

Direct Billing

Eligibility Verification

Personalized HR administration, compliance, payroll and benefits that attract great people, inspire workforce well-being and redefine the workplace

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