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Services We Provide

At Financial Technology Employee Benefit Services, we make complicated & and comprehensive benefit plans simple

 

You make the Decisions.... We Do the Work

 

 

Retirement Plans
Employee Benefits
Services

  • Retirement Planning

  • Pension Alternatives

  • Traditional or Roth IRA

  • Asset Allocation

  • 401(k) - Cash Balance Plans

  • College Planning

  • Estate Planning

  • Tax Planning

  • Mutual Funds

  • Tax-Deferred Annuities

  • Business Succession Planning

  • Deferred Compensation

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Plan Support
Human Resources

  • Coordinate COBRA

  • Section 125 Plans

  • FSA Plans

  • HRA Plans

  • HSA Plans

  • Annual Request for Proposals

  • HR Newsletter

  • HR Solutions Library

  • Review Marketplace vs. Non - Marketplace Plans

  • Claims Resolution

  • Billing Issue Expediting

 

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