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.