Employee Benefits

Petrocelli Financial Services partners with clients to provide a strategy for attracting the best talent by creating highly competitive benefits packages which are in alignment with our clients’ goals. Because competition is so strong and organizations seek to attract the right individuals for their companies, it is important to define a strategy to both obtain and keep the best employees possible. Having a competitive executive benefits package could be the factor that separates you from other firms competing for talented individuals. We can partner with you in the areas of:

Plan Analysis and Development

We will evaluate your organization’s benefit plan needs, benchmarking against the industry norms. We will work closely with you to tailor a plan to your current business objectives and help you implement the changes with your staff.

Vendor Analysis & Selection

As a fiduciary responsibility, we analyze current vendors’ expenses and fees and evaluate competitive plan offerings. We manage the process of receiving and evaluating proposals and work on your behalf to negotiate the best rates and terms.

Administrative Services

Petrocelli Financial Services will help you coordinate all aspects of your open enrollment period to ensure a stress free and successful season. This includes facilitating employee communications, helping with benefit interpretation, and resolving any other issues that may occur.

Regulatory Compliance Management

There are countless rules and regulations governing employee benefit plans. Our expert team will help ensure that you are meeting your compliance obligations. We stay up to date, and will inform you of any laws or regulations that may affect your employee benefit program. We provide ongoing review and monitoring of your plan, updating design and operational features as necessary.

Ongoing Performance Analysis

We will work with you to determine funding rates and budget projections and monitor how the plans are performing for your company. Our tools and resources enable you to analyze your claims experience and respond to, track, and manage losses as they occur.

 

Some of the employee benefit carriers that we offer include:

 

Robert Headshot

The above organizational logos are representative of the companies in which we can develop employee benefits plans and the list is not comprehensive. They are not affiliated with or endorsed by New York Life Insurance Company. Logos are available within the public domain.

We are happy to help you determine the best executive benefits plan to help maintain and retain the key people in your organization. Contact us today to see what Petrocelli Financial Services can do for your business.

Calculators

Newsletters

  • Required Minimum Distribution Rules

    When calculating RMDs for multiple accounts, it's important to understand which amounts can be combined and which accounts must distribute separate RMDs.

Subscribe to our Newsletter