Our Group Benefits Services

Boosting Employee Attraction and Retention
PPA's group benefit specialists help you in building employee loyalty and ensuring continuation of your business through carefully thought-out advice and products. Additional services include access to Zywave, which offers complete legal information and compliance guidelines.
Health Insurance
PPA advisors work with you to provide the best-quality health insurance plans within your budgetary requirements. We can set you up with access to well-known and reputable private carriers, including IBC Insurance, United Health Care, and Aetna. We also advise and assist with Medicare supplemental plans and stand-alone prescription plans.
Group Insurance
Supplemental group insurance is a great way to enhance offered benefits. PPA specialists have the understanding and experience to help you devise and implement plans involving short- and long-term disability insurance and life insurance. Also available are add-on health benefits, such as dental and vision insurance.
Flexible Benefit Plans
Flexible benefit plans offer your employees the ability to choose the benefits they desire, by contributing pre-tax dollars to special accounts. Our advisors can help you set up and maintain cafeteria plans, premium-only plans, and flexible spending accounts that boost personnel satisfaction while containing costs.
Retirement Plans
The plethora of retirement plans and pensions available can be confusing. Skilled PPA specialists can help you cut through the clutter, advising you on which profit sharing, money purchase, or deferred plans are best for your business when it comes to attracting and retaining quality employees.
HR Support Services
In addition to employee benefit products, PPA specialists are well-equipped to offer a full range of human resource services that include new hire handbooks, exit packages, COBRA administration, benefits communication, and employee assistance programs.
RISKALYZE: EMPOWER YOUR DECISIONS
Understand your risk tolerance and investment appetite by claiming your customized Risk Number from Riskalyze. PPA can help you pinpoint the amount of risk you're willing to take on to reach your investment goals.
Get your Riskalyze number here. For more information, contact Hieu Ngo at Hieu.Ngo@proplanners.org or 215-875-8666 x 107.
LifeFolio Checklist
Ensure immediate access to your very important papers – VIPs – by downloading and filling out the LifeFolio Checklist. If you have additional questions on our Group Benefit Services or other PPA products and services, please contact us.
Our Approach
We position you for success by regularly monitoring your plan and adapting to new and changing environments. We rely on a flexible philosophy, holistic mindset, and personalized service.
Our Team
PPA advisors have in-depth experience with life, health and disability programs, as well as pension, estate, and investment planning services.
Contact Us
We want to hear from you! Whatever your circumstances or life stage, our advisors are here and ready to get to know you and your wealth management needs and goals. Contact us today!