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we deliver informed, impartial, advice. |
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Employer and Employee Paid Benefit Plans, Executive Compensation, and
Qualified Retirement Planning (Commission-Based Services Only) |
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Employer/Employee Paid Group Insurance and Benefit Plans:
- Benefit Plan Review and Assessment
- Group Life
(Universal and Term)
- Income Protection (Short and Long
Term
Disability)
- Long
term Care
- Pre-paid Legal
- Health
insurance (HMO'S, PPO'S, etc.)
- Vision, Dental and
Prescription
- Hospital Income
-
Critical Care Illness
- Medical and Dependent Care
Reimbursement
Plans
-
Flexible Spending Accounts
Executive Compensation Plans
- Deferred Compensation
- Executive Bonus
Plans
- Salary Continuation Plans
- Key
Employee Plans
- Split and Reverse Split-Dollar Plans
- Supplemental Retirement Planning
- Succession Plans |
Qualified Retirement Plans (Participant-Directed):
- Trustee Services
-
Retirement Plan Review and Assessment
- Investment Policy Review
- Plan Design - 401(k), Profit Sharing, 403(b),
etc.
- Asset Allocation Studies
- Fiduciary Education
-
Wide Array of Mutual Funds and Variable
Annuities
- Access to Third Party Money Managers
- Performance Review
- Healthcare Expense Management
- Contract Compliance Audits
- Disease and Case Management Evaluation
- Participant Services
- Employee Education Seminars for
404(c)
Compliance
- Personalized Enrollment Services
- Pre and Post Retirement Planning
- Asset Allocation Assistance
-
Rollover and Transfers Advice
-
Outplacement Counseling
-
Performance Review |
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Visit
Strategic Partners
Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc., P.O. Box 64284, St. Paul, MN 55164 (800) 800-2638, a Registered Broker/Dealer and Investment Advisor. Securities and Investment Advisory Services through Woodbury Financial Services, Inc. Member FINRA/SIPC. Woodbury Financial Services, Inc. and Benefits Plus Consulting Group, Inc. are not affiliated entities.
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