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Pegasus Financial Planning, LLC
Employer Solutions
Group Insurance
In conjunction with our partners we help you provide your employees best in class:
- Medical insurance
- Dental Insurance
- Vision insurance
- Life insurance
- Disability insurance
Qualified Plans
Our process for benchmarking qualified plans helps you evaluate:
- Qualified plan design
- Investment tracking and comparison
- Participation rate analysis
- Third-party administration
- Plan costs
- DOL compliance
- Participant engagement
Employee Education
With you, we develop a customized series of educational topics on topics such as:
- Financial planning
- Investment knowledge
- Purchasing a home
- Debt Management
- Estate planning
- College planning
- Other specialty topics
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