Overview

My practice provides services to Corporations, municipality, and Taft-Hartley Plans as a licensed Third-Party Administrator (TPA) throughout the northeastern United States. Our services include assisting in the day-to-day management and administrative services for Health, Pension, Annuity, and Vacation Funds.

The practice has several revenue streams. Besides the commissions from group benefits, the practice has large revenues from individual investments and consulting for 401ks.

The strategic vision for the firm is to grow over the next 5 years the individual block to be over 50% of the practices.

Last Activity
within 6 months

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