Through our partnership with who we believe to be one of the leading independent Southern California employee corporate benefits providers, we have the resources of a large firm but provide the personalized attention of a boutique agency. Our Corporate Benefits Advisors will assist you in designing, communicating and administering a plan that helps to meet your company’s financial and business goals. We have relationships with some of the nation’s leading insurance companies, and together, we strike a balance between meeting the needs of your employees and preserving your bottom line.

We specialize in providing corporate benefits such as health insurance and 401(k) plans to employers.

As your Benefits Specialists, we provide services that span every facet of employee benefits, from benefits consulting and implementation, to employee communication. We also have strategic relations with, and can coordinate Pension Administration, Cobra Administration, HR Services and compensation planning.
We work with small to mid-size employers to design, implement, communicate, and administer benefit plans with a focus on reducing dollars spent with creative ideas.
We are committed to tailoring the complex world of insurance and benefits specifically to your needs.


401(k) and Retirement Plan Services


In the world of retirement plans, only one thing seems certain: CHANGE is constant. Over the last decade, Congress has burdened plan sponsors with an overwhelming volume of legislation, making continual review of retirement plans essential. It is critical that the legal, compliance and design aspects of a plan are current.


The retirement plan provider review process can be time-consuming, confusing, and frustrating. All too often, standard vendor-provided proposals do not include enough information to determine administrative, recordkeeping, fiduciary compliance, and employee communication services and standards. Furthermore, total plan costs are usually impossible to determine from the face of the proposals.


We will analyze your existing 401(k) plan–everything from the funds you offer to the fees both you and your employees pay. We then provide you will side-by-side comparisons to see if you can do better. It’s a straightforward process that can be a real eye opener!


A successful communication program is critical to the success of a company’s retirement plan. Enrollment and education specialists at Financial Management Network understand that the development of an effective communication program varies greatly from business to business and across industries. We review the wide variety of options available with the retirement plan committee and create  appropriate programs for their particular employee population.

Consulting & Analysis

We understand your time is valuable. Our knowledge and insights in designing customized employee benefit programs will help you make thoughtful decisions and streamline the selection process for you. Knowing where your employee benefits program stands relative to your competitors is the first step in the process. We use a combination of qualitative research, quantitative analysis and independent pricing models to help you compare and contrast the various program options available to you. Our  approach helps you make an informed and balanced decision.

In the end, you can be confident that our recommendations are tailored to your needs and grounded in a thorough and comprehensive analytical process.

Benefits Administration

Implementing and administering your benefits program can be a tremendously time consuming, expensive and complicated process. Our goal is to free your team from the daily administration of your employee benefits program so they can focus on your company’s strategic initiatives. We will provide you with the necessary communication materials and tools to help your program run smoothly and ease the burden.


Education and concise employee communication is the key to a successful benefits program. Regardless of the complexity of the program, we will work with insurance companies and other third party vendors connected to your program to ensure all the pieces of your benefits puzzle fit together.


You and your employees are experienced in your field, so why not leverage our experience in our field? We are not only well positioned to assist you, but we also feel it is our responsibility to do so. We will help you with the daily administration of the program from claims processing, to billing, to employee communications and more.

Enrollment Services

When you work with us, we become your single point of contact. We are not only capable of handling the entire enrollment process but also knowledgeable about the provisions of each policy.
Our face-to-face enrollment process can increase participation in voluntary coverage plans by up to 100% or more. It’s a personalized, productive process that typically results in a better informed and satisfied employee.
Our knowledge of the industry and understanding of the enrollment process separates us from the typical insurance broker. Couple that with our ability to deliver discounts and superior service, and the decision to work with us becomes clear.

Compliance & Support

Here you can access everything you need to know to help comply with federal requirements and avoid penalties or potential lawsuits applicable to health and welfare plans including topics such as:

  • Cafeteria plans
  • FMLA
  • Health care reform
  • Nondiscrimination
  • Taxation of employee benefits