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For Businesses

At JBL Financial Services, we strive to deliver high-impact service to organizations – innovative solutions, comprehensive consulting, and business value. As an independent firm with national scale and resources, we have access to a broad array of record keeping platforms, through a local TPA (third party administrator), the latest research and analytics coupled with education to assist a company with its retirement plan obligations. We can help you with your 401(k), 403(b), or other corporate retirement plans or group insurance.

We offer objective advice on how to structure a competitive, qualified retirement plan that aligns with your business goals and cost parameters. Our advisors have extensive knowledge of group insurance coverage and the unique needs that employers and participants face with their retirement benefit plans.

Employee Benefit Solutions 

JBL Financial Services provides employee benefits solutions for companies to assist their employees in the transition to Medicare.

One of the most important decisions an employee faces when they retire is making the right choice about their health insurance. During their working years, you as the employer were responsible for choosing your company's health insurance options. 

When your employees retire they are faced with making the decisions about their health insurance. These decisions can be overwhelming especially when it comes to being eligible for Medicare. Erin helps hundreds of families every year make the important decisions surrounding their health insurance options by providing the information and guidance they need. We help individuals save time and money in addition to allowing them to keep their current physicians. 

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So how can we help you? Serving as an objective guide for plan sponsors, we help business owners navigate through the maze of investment options, plan design considerations, participant education, vendor resources, group health insurance, retirement benefit plans, and more. 

If you're looking to help your company and the employees you employ take the time to schedule a brief phone meeting with Erin to understand the options available to your employees for Medicare. She speaks with individuals, groups, offices and at corporate events. Get started today!