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Employment Benefits
Our team of wealth management experts strive to offer you comprehensive employee benefit planning that can help your business keep running smoothly- and keep your employees productive for years to come.
At Upstate Wealth Consulting, our experienced financial advisors will create an employee benefit plan that’s as unique as your business. We want to understand you and your employees, so we can put into play the benefits that will make the biggest impact.
Each employee benefit plan is custom-tailored to meet your needs as a business owner, and your employees’ needs. We help you create a win-win situation when it comes to employee benefits, which helps your company succeed.
Finding and keeping good employees is the cornerstone of any great business. Successful business owners understand that providing good benefit plans to employees as a reward for the hard work, is a crucial element in employee retention, morale, and culture.
We focus in on three core benefit categories, and from there create a comprehensive employee benefit plan for your company.
Health care: We will help you as a business owner understand your health benefits options and deliver the service you need. Each health insurance renewal should entail a plan and pricing review. Most importantly, you the business owner should feel comfortable with the service model we provide.
Retirement benefits: Retirement benefit are broken down into two categories – defined contribution plans such as 401k and IRAs, and defined benefit plans, which are mostly retirement plans. Defined contribution plans like a 401k encourage employees to set aside their own funds for retirement each pay period. The cost of offering a defined contribution plan will depend on the size of your company and if you decide to match a percentage of your employee’s contribution.
Specialty benefits: These include group life, group disability insurance, and dental and vision coverage.
Some insurance products offered by unaffiliated insurers.
Planning for Tomorrow Begins Today
Our dedicated wealth management advisors are committed to help ensure you with the utmost confidence that your money, assets, and estates are appropriately invested to benefit you and your loved ones.