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Employee Benefits
& Group Retirement Services

Bell Financials Employee Benefits and Group Retirement Division offers independent advisory services to small-to-medium-sized companies.  We develop close working relationships with our clients, delivering benefits and services from design to implementation and regular follow-up.

All of our business relationships are governed and fostered by our core beliefs.

Core Beliefs - Click to read

Our Service Promise

We will:

  • Ask lots of questions to determine your specific needs and wants
  • Design and build the plan based on your organization’s unique specifications
  • Market and price the plan
  • Recommend the Service Provider
  • Launch the plan: employee meetings; plan administrator training
  • Offer individual meetings as required
  • Provide quarterly reporting and monitoring
  • Conduct annual benefits renewal meetings
  • Conduct annual group retirement governance meetings; CAP compliance reviews
  • Facilitate annual employee communication sessions
  • Offer employee access to licensed individual financial advisors at no additional cost
  • Offer employer access to licensed advisors regarding shareholder agreement funding, key executive coverage and succession planning at no additional cost
  • Provide advice to terminating employees regarding transfer of group retirement assets and conversion of group benefits to individual plans

Our ultimate goal is to achieve a Win-Win-Win objective.  When needs and expectations are met for all stakeholders, a successful long-term relationship has been created.


 

Bell Financial and The Benefits Alliance Group

 

The Benefits Alliance Group is a national organization comprised of 36 independent member firms with more than 175 advisors. Collectively we administer over 7,500 employee benefits plans with $1.15 billion of group insurance premium, and 1,500 group retirement plans and over $3.65 billion in retirement plan assets.  

As a member of the Benefits Alliance Group, Bell Financial is proud to offer our client’s access to a long list of service providers available here.