Benefit Plan Consulting

Our consulting and administrative experience in health and welfare benefits, IRS and DOL issues, and software systems bring important elements to every client contact.

BAI provides timely responsive personal services to firms of all sizes in many industries. Our third party view can provide clients with an objective perspective when addressing benefit plan issues. Our independent technical analysis brings in unbiased views of IRS and DOL rules, multiple vendors, and employer and employee requirements, presented in an understandable style.

We can assist your firm in many human resource and personnel areas.

    Qualified and Nonqualified Retirement Plans

Health and Welfare Plan Compliance

Section §125 Cafeteria Plan

Flexible Spending Accounts

Employee Communication

Compensation Analysis

Group Insurance Plans

Employee Enrollment

Insurance Marketing

Personnel Policy

Plan Documents

Form 5500

COBRA

DOL

IRS