Does Balser handle group benefits, or exclusively cater to executive plans?
We concentrate on executive benefit needs, and almost exclusively pursue cutting-edge ideas and services for this employee population. That said, our clients appreciate our expertise in life insurance, disability insurance, retirement plans, and plan administration—and have enlisted our help in accessing some group benefits, making up for the shortfalls of some plans, and in a few cases implementing more broad-based insurance plans. Although our deferral system is much like those of 401(k) plans, we do not serve the qualified plan market.
