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Group Benefits

Ready to Review Your Team's Benefits?

Whether it’s your first plan or a refresh, let’s talk through your options.

info@transparentretirementgroup.com

Benefits packages that take care of the people who helped you build your company.

If you own a business, your retirement plan and your employees’ benefits are more connected than they might seem. We help business-owner clients design and manage benefits packages that support recruiting and retention, while keeping costs predictable.

Our process covers plan design, carrier selection, enrollment support, and an annual review — coordinated with your own financial plan so decisions about the business and decisions about your retirement stay aligned.

Our goal is to build a benefits package your team actually understands and uses — not just a line item in a renewal packet. With clear communication and a regular review cadence, we help you stay ahead of rising costs and changing needs.

What We Review

Benefits built around your team, not a template.

Group health, dental, and vision plan design and carrier selection
Group life and disability coverage options
Employer-sponsored retirement plans, including 401(k) setup and review
Annual benefits review to keep coverage and costs aligned
Employee education sessions to help your team actually use their benefits

Frequently Asked Questions

We're a small business — is this still worth it?

Yes. Benefits design matters most when budgets are tight, since every dollar needs to work harder for recruiting and retention.

Can you help us set up a 401(k) for the first time?

That’s one of the most common starting points we see. We’ll walk through plan design, provider selection, and enrollment from scratch.

How often do you review our benefits package?

Annually at minimum, and any time your headcount, budget, or goals change enough to warrant a second look.

Service

Related Service

Wealth Management

Your portfolio is built around your actual income needs, time horizon, tax situation, and legacy goals — not a one-size-fits-all model.

Property & Casualty

Most retirement conversations focus entirely on investments — and skip the coverage that protects everything else you own.

Group Benefits

We help business-owner clients design and manage benefits packages that support recruiting and retention, while keeping costs predictable.