How do professional services firms compete on benefits?

Salaried talent expects richer health options, real life and disability coverage, and a 401(k) with match. We design a package that helps you recruit and retain the people your firm depends on — and we help you communicate the value to your team.

Can you help with a 401(k) and employer match?

Yes. We help professional services firms set up a 401(k), including employer match and safe harbor designs. We'll show you plan types, contribution options, and costs for your headcount.

What about life and disability for our team?

We help firms add group life and short- and long-term disability coverage so your team is protected if life happens. We'll walk you through the options in plain language.

Do you offer tax-advantaged strategies for owners and partners?

Yes. We help owners and partners explore tax-advantaged retirement and wealth strategies using life insurance and other tools. Tax treatment depends on your individual situation; we suggest speaking with your tax advisor before implementing any plan.

Professional Services

Employee benefits for professional services firms

Your firm lives or dies by the talent you attract and keep. We tailor richer health options, life and disability, and a 401(k) with match to how a professional services firm actually runs.

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Who it's for

Benefits that help firms compete for talent

Accounting, law, engineering, agencies, and consulting — firms where people are the product.

Health & dental for salaried talent

Richer plan options that help you recruit and retain.

Life & disability protection

Life and disability coverage for your team.

401(k) with employer match

A retirement plan that helps you compete for talent.

Tax-advantaged strategies for owners

Retirement strategies for partners and owners.

Enrollment & support

We handle enrollment and answer your team's questions.

Plain-language value

Real numbers and clear next steps — no jargon.

How it works

From quote to enrolled in three steps

1
Tell us about your firm
Headcount, roles, current benefits, and goals — in a free call.
2
See firm-tailored options
We bring health, life, disability, and 401(k) options that fit.
3
Launch & support
We handle enrollment and answer your team's questions year-round.

FAQ

Professional services benefits questions

Related services

What goes into your package

Group Benefits for Small Business

One local partner for your whole package.

Group Health & Dental Insurance

Richer health options your team will value.

401(k) & Retirement Plans

401(k) with employer match for your firm.

Wealth Management for Owners

Tax-advantaged strategies for partners and owners.

Let's build a benefits package your team will thank you for.

Book a free 15-minute Discovery Call with an advisor, or request a free quote for your business.

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Prefer to talk now? Call 281.502.4600