Employee Benefits
Group Health Insurance & Employee Benefits
Planto Roe Financial Services provides its business clients a wide range of employee benefits products and consulting services. Each client's specific goals and objectives are used to formulate an employee benefits package that enhances the company's ability to attract and retain its employees. In addition to the traditional employee benefits, we also bring creative solutions and products to solve your unique challenges.
Annual Benefit Reviews Our business clients receive an annual employee benefits analysis and review including recommendations for changes based on an employer's evolving business plans.
Personalized Benefit Statements We work closely with employers to provide attractive and easy-to-read statements with specific information designed to increase employee awareness, understanding and appreciation of their benefits package.
Customized Enrollment Services Associates conduct enrollment meetings designed to educate and motivate your employees to participate in and take advantage of the benefits you provide.
Plan Design & Implementation Every employer has a unique set of circumstances which dictate an employee benefits design. Some plans are designed to minimize employer expense while others may be designed to maximize employee satisfaction.
Group Plans
- Group Health Plans
- Group Voluntary Health
- Group Disabiliity Insurance
- Group Term Life Insurance
- Group Dental Plans
- Group Vision Plans
- Section 125 Plans
- Group Voluntary Life
- Group Voluntary Long Term Care
- Education Programs
- COBRA Administration
- Wellness Benefits
- EE Assistance Programs
Retirement Plans
- Pension Plans
- Defined Benefit Plans
- Profit Sharing Plans
- 401 (k) Plans
- SIMPLE Plans
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