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Services
- Wealth Transfer
- Investment Management
- Employee Benefits
- Services
- Technology Tools
- Alliances
- Provider Links
- Executive Benefits
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Technology Tools
Through our affiliation with United Benefit Advisors (UBA), we provide our clients with useful benefit tools such as HR insider, Employee Benefit Center (EBC), benefits CONNECT and more. These tools not only improve the daily functioning of your HR/benefit department but can assist in most aspects of your entire organization.

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BenefitCompass provides CEOs, business owners and HR directors with:
- A proven system for establishing a corporate benefit philosophy
- Evaluation, implementation and monitoring cost-containment strategies
- Employee education and benefit communication initiatives
- Integration of technology
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HR insider is a Web-based tool designed to act as an online resource, much like a personal assistant, for Human Resource practitioners.
Within HR insider you have the following resources available to you:
- Employer compliance portal
- Legislative guides
- Industry news updated daily
- Help with ERISA, COBRA, HIPAA, FMLA, Section 125 etc.
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- Resource center with ready-to-print documents
- Partners folder with participating vendors
- Monthly bulletin
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benefits CONNECT is a complete Web-based employee benefits enrollment and management system that can reduce administrative time and cost.
This program streamlines the enrollment process and enhances benefits management in the following areas:
- Employee self-service enrollment
- Benefits administration
- Data integration
- Eliminates paperwork
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- Online employee benefit statements
- Vendor billing information
- Upload and download necessary documents
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