Employee Transition
For New Hires:
Retirement Planning
- Determine appropriate 401K contribution levels
- Explain 401K funds etc.
- Help determine adequate savings amounts
Healthcare Selections
- Medical and Dental Plan review
- Voluntary Benefit Elections for Life, Disability, Long Term Care
Home and Auto
For Employees leaving the company:
- 401k Rollovers
- Income Planning for retirees
- Assistance with COBRA and healthcare continuance
- Life Insurance Conversion and Portability Options
- Gap Insurance until new occupation starts
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