Barry Spitzer & Associates

Description

• We believe that real value comes from understanding our clients, their businesses, and their goals. By remaining a leader in the field of corporate and personal financial services, we can assist most in reaching their objectives. Employee Benefits:We strive to maximize the value of our clients investment in their employee benefit programs. Our team accomplishes this by identifying needs and implementing programs to deliver the proper coverage, while managing costs and providing a spectrum of consultative services. Our service model includes: Evaluating current managed health care networks Recommend plan designs that are the most competitive and cost effective Assist with compliance issues, i.e. COBRA, HIPAA, ERISA and FMLA Provide on-going plan design consultation, education and assistance to appropriate personnel Corporate Retirement Plans:We offer retirement programs that are well designed, cost effective, limit fiduciary liability, provide employee communication and advice and are administered in an efficient manner. We provide consultation on numerous types of retirement plans: Defined Contribution Plans, including 401(k), 403(b) and ESOP Retirement Plan Evaluation and comprehensive fee benchmarking Preparation of Custom Investment Policy Statement Defined Benefit Plan feasibility studies Investment Menu Selection and ongoing monitoring Investment Committee and Individual Participant EducationPayroll & Tax Services powered by TruPay Corp.
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  Headquarters:2100 Sanders Road Suite 180, Northbrook, Illinois, United States

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  Phone Number: +1 847-562-0790

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  Website: https://www.spitzerbenefits.com

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  Employees:3

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  Revenue:$0 - 1M

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  Legal Name:Barry Spitzer & Associates

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• |  NAICS Code: 541211  |

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