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CONTACT INFO

Shawn Pynes, Principal
Director, Employee Benefits Division
p - (858) 550-4983

Health & Welfare Benefits
We are able to serve the employee benefits needs of both multi-national corporations and small businesses.

Our size, market clout and expertise allow us to negotiate on your behalf with the major providers and carriers, providing you more options.

Our Employee Benefits Programs include:

Coverages

  • - Life/AD&D
  • - Dental
  • - Disability
  • - Medical
  • - Vision
  • - Voluntary


Legal/Legislative

  • - 5500 Preparation
  • - Legislative Updates


Retirement Planning

  • - 401(k) & Profit Sharing Plans
  • - Stock Bonus Plans
  • - Pension Plans
  • - Non-Qualified Deferred Compensation Plans


Payroll Deduction Plans

  • - Life & AD&D
  • - Disability Income
  • - Long-Term Care
  • - Dental
  • - Part-Time Benefits
  • - Critical Care

Communication

  • - Strategy
  • - Written
  • - Oral
  • - Video
  • - Interactive Voice Response (IVR)
  • - Internet/Intranet
  • - Personal Planning
  • - Estate Planning & Insurance
  • - Financial Plans
  • - Individual Life & Health Policies


Actuarial Services

  • - Defined Benefit Valuations
  • - Post-Retirement Benefits
  • - Calculating & Projecting Liabilities/Costs


Administration

  • - Flexible Benefit Accounts
  • - COBRA/HIPAA
  • - Professional & Business Association
  • - Cafeteria Plans


Business Planning

  • - Buy/Sell Agreement Analysis
  • - Group Carve-Outs
  • - Key Person Life & Disability Plans