Business Benefit Offerings and How I Can Help

At the Wallstreet Group, we assist many businesses with all aspects of their business from finances to insurance. On the financial side of your company, we want to help you set goals and then meet them, and one way I can assist you with this is through benchmarking. We provide many services but our Plan Design Services are geared just for you and your business.



Here is How I Can Help

Owning a business is complicated enough, not to mention having to stay on top of laws and regulations, manage your finances, and still set goals for the future. Here is how my team at the Wallstreet Group and I can assist you:

Compliance

Have you ever noticed how many rules and regulations are governing employee benefits? They are constantly changing and evolving, and staying up to date and in compliance with these rules can be exhausting. I not only stay immersed in them on a daily basis, but I can help provide you with information to assist you. We can send you Compliance Bulletins and comprehensive Compliance Overviews to help you remain abreast of employee benefits compliance, which in turn can help you stay on top of the mandatory notices and numerous deadlines.

Benchmarking

Benchmarking allows you to not only set goals, but it also provides the information that you can review. By annually reviewing benchmarking data you can analyze how other companies are structuring their plans, as well as the strategies they are using to cut costs. This is good news for you because it can help you make your own benefit plan decisions.

Cost Analysis Tools

We can provide you special analysis tools that will assist you in analyzing the costs on various plans. These tools include cost analysis for dental, vision and prescription drug costs.

Plan Design Series

Knowledge is power, and I can help provide you with hundreds of regularly review Plan Design articles so that you can learn more about certain plan designs.


Employee Feedback

Hearing from your employees about your benefit plans can be invaluable. That’s why I can provide you with anonymous surveys to distribute to help gather feedback on your benefits plan offerings. Knowing how your employees view and use the benefits that you provide them can give you insight into what you can change or add to make it even better.

Would You Like to Know More?

I can assist you with uncovering the details of various plan offering designs, and then discover how you measure up against other businesses. Knowing how other companies structure their plans can help you learn how to cut costs and make your own benefit plan decisions easier. Not to mention, when you learn how your employees feel about your plan offerings, you can use that information to make even better decisions. I would be honored if you would let me assist with this valuable aspect of your business, give me a call at 573-636-3222 and we can get started.

You can trust the Wallstreet Group to assist with your financial and insurance goals - follow us to learn more!


Dylan Lueckenotte, Wallstreet Group
1530 Rax Court
Jefferson City, MO 65109

573-636-3222
Like me on Facebook
Follow me on Twitter
Follow me on LinkedIn





*Securities and Advisory Services offered through Client One Securities, LLC Member FINRA / SIPC and an Investment Advisor. Wallstreet Group and Client One Securities, LLC are not affiliated.
Location: Jefferson City, MO, USA

Comments

Post a Comment

Popular posts from this blog

The History of Wallstreet Group

Image
The Wallstreet Group is located in Jefferson City, Missouri. We strive to provide exceptional service to our clients, whether through financial services or insurance for personal or commercial use. We have over forty employees on staff, and from the financial advisors to our account Executives (like me), we all work together to make sure you receive the highest quality of experience. Our business is not new - we’ve been around for thirty years, and I would like to share a bit of our history to introduce you to the Wallstreet Group. Our History Wallstreet Financial Group, Inc. was formed in 1987 by Lee Wilbers and Bob Linville. At its inception, Wallstreet focused primarily on financial and investment guidance and products. In 1990, Randy Lueckenotte and Ron Kappelman joined Wallstreet, acting as active partners in the agency. Their addition included a merger of diversified clients and services. Shortly thereafter, Wallstreet expanded its business competencies to include a focus ...
Read more

5 things Millennials Need to Know About Retirement

Image
If you are between the ages of 13 and 35 you are considered a millennial (according to The Atlantic ). This is an exciting time for you, because maybe you are just starting out in your career, starting your family, and just beginning your financial journey. It can also be intimidating, because even though retirement feels like it is YEARS away, it won’t be long until you wish you had saved for it. As your financial advisor in Jefferson City , there are a few things you should consider when planning for retirement. Your Student Loan Debt Millennials take a lot of criticism in many different arenas, but the truth is that in the student loan department - you have it hard. Statistics show that the average college graduate owes $33,000 in student loans, which is a huge inflation from the $15,000 that only 45% of college graduates had in 1993. It doesn’t get any easier when more and more millennials are borrowing to pay for college, and the percentage just keeps rising. The biggest p...
Read more

Q & A with Dylan Lueckenotte

Image
For a few weeks, I’ve been focusing on information about the insurance and financial world, but I wanted to take a short break and introduce myself to you through my blog. It’s easy to compose articles about our full-service insurance company in Jefferson City, MO, or to update you on the benefits that our financial service agency provides, but Wallstreet Group is also all about family and getting to know people individually – so I would like for you to get to know a little bit more about your financial and insurance assistant. Why did you decide to pursue insurance and financial planning for your career? I started interning at Wallstreet in College, and fell in Love with the company and the career. I believe that Deep Dive Insurance Services and Financial Planning are key to the success for every Employer and Individual. Everyone has unique insurance and financial needs, and I love the challenge/ reward of helping people meet those needs. What college did you go to, and what...
Read more