Broker Check


For Corporations

business meeting imageOffering a generous benefits package is imperative for those who want to attract and retain talent in a competitive marketplace. Employers also want to build goodwill and reward those employees who dedicate themselves to the success of the business. Beyond salary, employees look for solid retirement plans, comprehensive health insurance, voluntary wellness and indemnity plans, and more. Benefits that improve their well-being and quality of life. But most benefits packages do not come cheap and can be a significant cost for employers.

The combination of these factors calls for a new approach to benefits planning. Employers want access to robust yet cost-efficient benefit packages. And to make the most of these benefits, education, involvement, and empowerment around retirement and financial planning becomes mission critical, for both the employer and employee. Our philosophy is that a toll-free helpline simply does not suffice.

Services and financial solutions we specialize in:

  • Indemnity benefits programs: Expand current benefits, improve health and well-being of employees, reduce payroll taxes for both employer and employee, with fully compliant programs
  • Pension plans
  • Retirement plans: 401k, 403b, IRA, Deferred compensation, Self employment plans, etc.
  • Executive and key person compensation plans
  • Serving as broker of record for retirement and benefits plans
  • Providing group financial education for you and your employees
  • Conducting one-on-one financial planning with your employees

Our education programs may include seminars for new hires, those approaching retirement, and sessions on key topics such as social security, asset allocation, insurance, tax and estate planning.

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Our experience is that you can achieve increased employee participation and satisfaction through communication, education and engagement. We conduct one-on-one consultations with employees to help create individualized plans for retirement and beyond.

In summary, our goal is to help businesses to better manage their group benefit offerings and to help create an educated and satisfied workforce that is motivated toward the success of their career and your business.

The information contained herein is being provided with the understanding that it is not intended to be interpreted as specific legal or tax advice. Neither MassMutual nor any of its employees or agents are authorized to give legal or tax advice. Individuals are encouraged to seek the guidance of their own personal legal or tax counsel.