Corporate Benefits

Creating custom and cost-effective programs.

Services include:


Through our partnership with one of the leading independent Southern California employee corporate benefits providers, we have the resources of a large firm but provide the personalized attention of a boutique agency. Our Corporate Benefits Advisors will assist you in designing, communicating and administering a plan that meets your company’s financial and business goals. We have relationships with the nation’s leading insurance companies, and together, we strike a balance between meeting the needs of your employees and protecting your bottom line.

We specialize in providing corporate benefits such as health insurance and 401(k) plans to employers.

As your Benefits Specialists, we provide services that span every facet of employee benefits from benefits consulting and implementation to employee communication. We also have strategic relations with, and will coordinate Pension Administration, Cobra Administration, HR Services and compensation planning.

We work with small to mid-size employers to design, implement, communicate, and administer benefit plans with a focus on reducing dollars spent with creative ideas.

We are committed to tailoring the complex world of insurance and benefits specifically to your needs.


401(k) and Retirement Plan Services

Consulting & Analysis

Knowledge, Insights & Confidence

We understand your time is valuable. Our knowledge and insights in designing customized employee benefit programs will help you make thoughtful decisions and streamline the selection process for you. Knowing where your employee benefits program stands relative to your competitors is the first step in the process. We use a combination of qualitative research, quantitative analysis and independent pricing models to help you compare and contrast the various program options available to you. Our approach helps you make an informed and balanced decision.

In the end, you can be certain that our recommendations are tailored to your needs and grounded in a thorough and comprehensive analytical process.

Benefits Administration

Managing the Day-to-Day So You Can Grow

Implementing and administering your benefits program can be a tremendously time consuming, expensive and complicated process. Our goal is to free your team from the daily administration of your employee benefits program, so they can focus on your company’s strategic initiatives. We will provide you with the necessary communication materials and tools to help your program run smoothly and ease the burden.

Enrollment Services

Leave the Details to Us

When you work with us, we become your single point of contact. We are not only capable of handling the entire enrollment process but also knowledgeable about the provisions of each policy.

Our face-to-face enrollment process can increase participation in voluntary coverage plans by up to 100% or more. It’s a personalized, productive process that typically results in a better informed and satisfied employee.

Our knowledge of the industry and understanding of the enrollment process separates us from the typical insurance broker. Couple that with our ability to deliver discounts and superior service, and we feel strongly that we rank second to none.

Compliance & Support

Your Compliance and Health Care Reform Resource

Here you can access everything you need to know to help comply with federal requirements and avoid penalties or potential lawsuits applicable to health and welfare plans including topics such as:

  • Cafeteria plans
  • FMLA
  • Health care reform
  • Nondiscrimination
  • Taxation of employee benefits