Our Services: Employer/Group Planning

Employer/Group Planning
Wheeler Associates works with employers to insure that their employee benefits meet the goals of the employer and the needs of the employees. Our work in this area includes:

Group Benefits
  • Health

  • Term Life

  • Long-Term Disability

  • Short-Term Disability

  • Dental

  • Long-Term Care


  • Business Continuation
  • Buy-Sell

  • Key Person

  • Split Dollar


  • Retirement Benefits
  • Pension

  • Profit Sharing

  • 401k (traditional, Safe Harbor, Cross Tested)

  • TSA

  • SEP/SIMPLE

  • 457 Plans

    Selective Benefits
  • Section 125 (Cafeteria Plans)

  • Supplemental Pension

  • Supplemental Disability

  • Supplemental Death

  • Medical Reimbursement

  • Long-Term Care

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