Employee Benefits

Services built for today’s business needs.

Employee Benefits Management has become highly complex in today’s world – employee communication, the layers of government compliance, sharply rising cost, and now healthcare reform (ACA).

Other challenges include:

  • FMLA, HIPAA, HITECH, ADA, SPDs and discrimination testing
  • Under staffing and system limitations
  • Time consuming functions, such as: COBRA, FSA and billing administration
  • Increased liability due to various DOL and IRS compliance requirements
  • Undefined administrative processes and inefficiencies

These problems are forcing most employers to take an in-depth look at how they deliver health and welfare benefits to employees – and we’re leading the charge to address it where traditional brokers have failed.


Build for today’s needs

Our strength lies in our Practice Leaders with their deep knowledge and years of experience, best-in-class technology, our operating partners and our broker-consultants. We’ve committed to an approach that assembles the essential resources required to create service models built for today’s needs. Meet our Practice Leaders.

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These assets don’t reside in one single place!

Our expertise is the integration, facilitation and management needed to vet and organize these resources to meet your benefits and compensation needs.

Kenneth J. Hurtt, CLU, RHU, REBC

President & CEO
Practice Leader – Employee Benefits & Client Solutions

John J. Wilson, JD

Practice Leader – Benefits Plan Compliance

Employee Benefits Services


We represent over 30 carriers for the following programs:

  • - Group – Medical, Rx, Dental, Vision, Life, & Disability Plans
  • - Voluntary Plans
  • - Retirement Plan Services – 401(k), Profit Sharing & Non-Qualified
  • - Executive Compensation Plans
  • - Business Insurance – Key Man, Buy-Sell Funding and the like


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Optimum Benefits Management

Optimum Benefits Management is a revolutionary, fully-integrated employee benefits management system for your organization’s Health & Welfare Plans. This service model standardizes processes and incorporates technology applications to provide a comprehensive benefits management solution.

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