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Business, Executive and Operational Support

Benefits Planning and Administration

Health care, vacation, sick leave, insurance, retirement planning — you know benefits matter, both in attracting and retaining strong employees and as a significant business expense.

Constantly shifting regulatory requirements, coupled with escalating costs, makes this a volatile aspect of running your company. You want to do the right thing for staff members, while, at the same time, minimizing the impact on your bottom line.

With our deep knowledge of benefits offerings, Croskey Lanni can help you decide what to provide, at levels that do not interrupt your profitability or productivity. We can set up the systems required for you to administer benefits internally, or we can handle the entire process on your behalf.

An important service we offer in the employee benefits planning (EBP) arena is making sure your 401(k) plan is in compliance with current regulations. Among our assessments: Looking at whether your third-party administrator is handling your account sufficiently and charging market rates; determining your potential exposure to Department of Labor and ERISA regulations; and assisting with calculation of late contributions. We have a comprehensive EBP team in place, from auditors to compliance specialists to tax experts. The intent of our engagements is providing you with more than a summary report. We share insights and ideas aimed at helping your plan and business run more efficiently, profitably and in full compliance with all guidelines and rules.

Recognizing the importance of pension administration and retirement planning, we established a parallel company dedicated to this area in 1995. For detailed information on the services offered by Barclay Planning Group, LLC, go to