Through our affiliation with Kistler Tiffany Benefits, an employee benefits firm located in Berwyn PA, we offer group insurance brokerage and consulting services for group health, dental, life, and disability income insurance for our business clients.
We act advisors to companies offering qualified retirement plans to employees. Our investment philosophy in retirement plans again focuses on our clients “serious money.” We take a consultative approach with each organization to design their plan with competitive costs, a well-constructed participant-focused investment program, an ongoing education program for employees to assist them in making progress toward retirement, and to help plan sponsors understand and address their obligations. We recommend “open architecture” qualified retirement plan platforms from a number of companies in which investment offerings from a wide range of companies are available with no “proprietary fund” requirements.
Through our partnership with Karr Barth Administrators our firm designs, funds and administers non-qualified benefit plans. Each plan – its benefit structure, funding strategy and administration – is carried out on an individually customized basis. Our clientele includes the full spectrum of American business: from the nation’s largest firms to growing entrepreneurships.