PEO & Benefits Consulting

For over 20 years, The Art and Science of Successful Planning has helped hundreds of Florida employers save significant dollars while improving their compensation and fringe benefit programs. Our unique, strategic approach builds long-term relationships with clients and their employees from the ground up. The associates of ASofSP adhere to a strict code of ethics and through their educational backgrounds are extensively prepared to provide sound financial advice. With ASofSP, employers can expect the latest industry and regulatory thinking; enabling them to chart a more profitable course for their organizations financial security. Through our experience, our clients will also be exposed to leading-edge continuing education, industry developments, and tax law changes.

Unlike some firms, ASofSP provides value-added services throughout the year. Dependable, consistently outstanding service is provided by our responsive, thoroughly trained staff. As a result, employers choose us as their advisors and broker of record because we are involved in advising and assisting throughout the year, not just for the upfront sales process and the renewal, but throughout the year assisting in a “Best Practices” format.

Our commitment to constantly staying current and in touch with the rapidly changing regulatory and financial climates helps our team develop and implement plans that allow clients to maximize and preserve their most valuable resource, their personnel and those employees abilities to continue to operate in their chosen occupations.

ASofSP provides all of the following planning services without a fee to you or your employees. Many of our services “go without saying”. In today’s highly competitive, independent atmosphere our associates realize that Risk Management, regulatory and compliance issues, tax strategies and insurance and investment planning are value-added services. We provide these services as an ordinary means of conducting business in order to continually earn the right to call you a client, not just a policyholder.

Our employer-based and individual benefit plan consulting and brokerage services include:

  • Group Medical, Dental, Life/AD&D and Disability Plans
  • Flexible Benefit Plans
  • Voluntary Benefit Programs
  • Individual Life and Disability Insurance
  • Long-Term Care Insurance
  • Medicare Supplemental Insurance
  • Executive Benefit Plans
  • Deferred Compensation Arrangements
  • 412i Plans
  • Pension: 401(k), SEP, Simple IRA, IRA, Profit Sharing, and New Comparability, as well as Defined Benefit Plans where applicable

Administrative Solutions

  • Periodic executive and management bench marking and performance reviews
  • Employee benefits planning quarterly or semi-annually
  • Advise on compliance related issues
  • Troubleshoot enrollment, billing and other carrier-related issues
  • Track and report all service issues
  • Conduct and/or arrange for employee meetings for new benefit plans
  • Customized employee benefits literature
  • Special projects
  • Claim filing assistance
  • Provide problem resolution between employee and carrier(s)
  • Answer policy/plan questions
  • Worksite marketing of individual products
  • Assistance with identification of network providers