Other Solutions

Tailored Benefit Solutions

As part of our ongoing commitment to small businesses, our Consultants also provide a suite of benefit solutions, tailored to your organization's unique needs so you can attract and retain the talent you need to confidently focus on your business.


Other Retirement Plans

Defined Benefit Cash Balance Pension Plans

Simple IRA

SEP IRA

Solo(K)

Alternative Compensation Arrangements

Nonqualified Deferred Compensation (NQDC) plans

Executive Bonus Plans

Small Group Benefits – Health and Welfare Benefit Plans

Community Rated Health Insurance – Fully Insured / Self-Funded - 1-50 employees

Underwritten Health Insurance – Fully Insured / Self-Funded - 50-100 employees

Short-Term Disability Insurance

Long-Term Disability Insurance

Dental / Vision Plans

Group Life Insurance

Health Savings Accounts (HSA)*

Flexible Savings Accounts (FSA) / Dependent Care*

Health Reimbursement Accounts (HRA)*

Individual Coverage Health Reimbursement Account (ICHRA)*

*Our partners offer or advise on HSA/FSA/HRA/ICHRA plan options. We strategically work with them to assist you in establishing the right plan for your employees’ needs.

Workplace Financial Wellness Programs

 

Partner Solutions for Your Businesses Needs

 None of the 3rd parties listed above are affiliated with Next Level Planning and Wealth Management, Great Valley Advisor Group or LPL Financial.