Executive and Employee Benefit Planning

The Benefit Company


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Employee benefits are a vital part of your total employment package. To remain competitive, your firm must provide an appropriate array of benefits, while keeping plans affordable and manageable. With rapidly rising costs and increasing legislation, this challenge is greater than ever.

The Benefit Company works with you to develop a customized plan of quality benefits on a cost effective basis. Our affiliation with UBA provides us technological and proprietary products making TBC unique in the marketplace. TBC formulates strategic plans and assists with specific areas including:

  • Consultative & Strategic Plan Design Analysis
  • Renewal Pricing Evaluation & Cost Forecasting
  • Vendor Selection & Management
  • Communication & Administration
  • Compliance Notices & Solutions
  • Technology
  • Leading Benchmark Strategies
  • Employee Advocacy
  • The Power of Healthy Living™
  • Health Claims Auditing Solutions
  • Web-Based Employee Enrollment Systems

One of the most positive benefits an employer can provide is a Qualified Retirement/401(k) Plan. Maintaining a qualified plan requires dealing with an array of fiduciary obligations, legal complications, administrative requirements, and high-profile financial decisions.

The Benefit Company is dedicated to providing the solutions and services that are essential to help meet your objectives for a successful plan. Our long-term strategic partnership with Qualified Plans, LLC provides us with the depth of resources you need to help you make the decisions that will serve both you and your employees for the long term.

One of the most positive benefits an employer can provide is a Qualified Retirement/401(k) Plan. Maintaining a qualified plan requires dealing with an array of fiduciary obligations, legal complications, administrative requirements, and high-profile financial decisions.

The Benefit Company is dedicated to providing the solutions and services that are essential to help meet your objectives for a successful plan. Our long-term strategic partnership with Qualified Plans, LLC provides us with the depth of resources you need to help you make the decisions that will serve both you and your employees for the long term.

The challenge of motivating and retaining key management team members for the long-term becomes much easier when salary, bonus and stock-based programs are combined with Non-Qualified Executive Benefits. The Benefit Company will provide the assistance your organization needs to design, implement, finance and administer these important executive benefit programs.

Non-Qualified Plans help our clients deal with IRS limits on 401(k), pension plans and group insurance. Through supplemental tax deferral, retirement income, life insurance, disability income and long term care insurance you can enhance your group benefits and elevate coverage ratios to more appropriate levels.

At some point, every business faces critical challenges with management succession and/or transition through retirement or sudden death or disability of a key executive or owner. A well-designed plan can help reduce your company’s financial burdens while it adjusts to the absence of a key associate. The Benefit Company will help you design and implement a plan that allows remaining management to carry on without outside interference from lenders or uninvolved family members.

The hard work and smart decisions along the way have helped key team members build the estates they have today. You might be surprised to learn just how large your estate has become and how significant the tax obligations could be. The Benefit Company, working closely with your legal and accounting advisors, will help you explore tax reduction strategies that can produce a more tax-efficient and flexible financial picture for your family.

Today’s management team must combine strategic and operational dexterity with operational ruggedness and durability. Once attracted, you must encourage long-term service from these individuals and develop their capacity to perform in the best interests of your firm and shareholders.

Current compensation studies can help you validate salary, bonus and incentive levels specific to your industry, company size and geographic area. At The Benefit Company, we are privileged to have Bruce Overton, one of the nation's leading compensation experts, as a member of our team. Bruce can also help you with job evaluations, provide access to both proprietary and nonproprietary compensation data, and assist you in converting non-cash compensation into annualized dollar amounts.