Corporate Services

Corporate Services

At Renaissance Financial, we help you manage your employee benefit plans with confidence by providing expert guidance and hands-on, personal service. As a plan sponsor, you face a number of critical responsibilities. We understand those challenges and are here to help with customized benefit programs that are attractive to your associates and cost-effective for you. We take the time to analyze your current employee benefits, including 401(k), profit Sharing, SEP, 403b, Keogh, Simple IRA, Deferred Compensation and Defined Benefit/Cash Balance Plans, Group Medical, Life, Vision, Dental, Short and Long-term Disability and Long-term Care Insurance. These programs encompass investment strategies, insurance, retirement and estate planning with the goal of minimizing taxes wherever possible. In addition to reviewing your benefits package on an annual basis, specialists will meet with employers and employees to review plan designs, answer questions, and provide general education to plan participants as needed. To learn more about Employee Benefits Division please click here. 

Group Benefits Department

An integral piece of any effective financial strategy must include preparing for the unexpected. At Renaissance Financial, you have access to a number of providers, as well as a team of specialists ready to assist you in determining the employee benefits package that suits your needs. We help make sure that you have the appropriate Group Medical, Life, Dental, Vision, Short and Long-term Disability, and Long-term Care Insurance in place.

Group Benefits Team: Jay Huber helped to develop the Employee Benefits Division of Renaissance Financial over twenty-five years ago. He works with Shelly Nanna and Jodi Laird to help make sure that you are provided with a competitive benefits package for both you and your associates.

Retirement Department

The foundation of a successful retirement plan begins with a design that offers real value to your employees, meeting both their current and future needs. Our team will review your current retirement plan, including 401(k), Profit Sharing, SEP, Keogh, Simple IRA, Deferred Compensation and Defined Benefit/Cash Balance Plans. We assess which approach best serves your employees’ interests as well as your objectives and recommend design changes to help satisfy everyone’s needs.

Retirement Team: John Siefert leads the Retirement Department within our Employee Benefits Division. He is joined by Shelly Nanna, Meghan Brown and Laura Chew who will work with you and make sure you have a competitive retirement plan in place.

Financial Advisors do not provide specific tax or legal advice. This information should not be considered as specific tax or legal advice. You should consult your tax or legal advisor regarding your own specific tax or legal situation.  

 

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Financial Advisors do not provide specific tax or legal advice. This information should not be considered as specific tax or legal advice. You should consult your tax or legal advisor regarding your own specific tax or legal situation.