Employee Benefits

A powerful combination of technology and service to make your benefits easy

Achieve Financial Group offers an in-depth evaluation and planning of your benefits

Never worry about new products and services that come into the market.

We always review current insurance products to consistently provide you the best and most cost effective coverage.

We educate vs sell you products. We customize the best fit for your group. Suitability is key.

No matter how large or small the group, we will support you with a personal touch. Face to face visits from our experienced agents will ensure that your ever-changing needs are met.

Consulting Services

Achieve Financial Group will do an in-depth analysis of any existing benefit package and present the best products and services for your organization. Need help with ACA Compliance, COBRA, retirement plans, Section 125 flexible benefit plans, or better products and prices to fit your needs?  We can help.

Education Services

Achieve provides exceptional education services about the benefits selected for the organization:

  • In-person informational workshops are conducted for everyone in the organization
  • Engaging and interactive custom websites with your logo and your specific products
  • Mobile-friendly education, including videos and brochures, to learn about your group benefits anywhere, anytime
  • Retirement planning presentations upon request for your employees conveniently at your location
  • On call support and service – bilingual representatives available – to help employees with questions
Insurance Benefits Financial Benefits
Medical 403(b)
Concierge Medical 457(b)
Medical GAP Coverage 3121 Fica Alternative
Telemedicine College Savings Plans
Rx Savings Plans 401(k)
Hospital Indemnity 401(h)
Dental Defined Benefit Plans
Vision 412(c) 3 Defined Benefit Plans
Disability  Cash Balance Plans
Life CIC Plans
Cancer Fixed Indexed Annuities
Critical Illness … More
Accident
Long-Term Care

Achieve works with top carriers to source the best health benefits that meet the needs of the organization while including implementation and management of chosen benefit plans.

Enrollment Services

Our enrollment process allows your staff access to history records and reporting functions

Eases the administrative burden while remaining HIPAA compliant

Achieve offers online and offline enrollment options

We strive to make the process simple and error-free.

Import benefit information into your payroll system, and provide exports to insurance carriers

More efficient and accurate enrollment data

Achieve Financial Group has the independence and expertise to work with multiple providers to provide health and financial security for every stage of life for your employees. We source the very best options when it comes to:

Insurance Benefits Financial Benefits
Medical 403(b)
Concierge Medical 457(b)
Medical GAP Coverage 3121 Fica Alternative
Telemedicine College Savings Plans
Rx Savings Plans 401(k)
Hospital Indemnity 401(h)
Dental Defined Benefit Plans
Vision 412(c) 3 Defined Benefit Plans
Disability  Cash Balance Plans
Life CIC Plans
Cancer Fixed Indexed Annuities
Critical Illness … More
Accident
Long-Term Care

Achieve is ready to step in as a third party administrator for all of the benefits we provide. This ensures that management of employee benefits are handled in a stress-free environment.

Section 125
Flex Accounts
COBRA
403(b) and 457 Accounts
Health Savings Accounts (HSA)

Online Employee Benefits Enrollment

Our innovative, web-based enrollment and administration system allows administrators to manage employee benefits with less paperwork and increased organization while employees can elect their benefits at the touch of a button.

Our easy software improves efficiencies for administrators with exciting key features:

Our online platform allows you to control and manage the employee benefit process by consolidating confusing forms into a simple web-based application

Even includes an employee portal complete with unique usernames and passwords to provide important benefit information and anytime access

A Comprehensive Approach to Employee Benefits

Benefit Planning

Achieve will review your existing benefit package and present a selection of quality products that are customized to meet your needs. Then, if you decide to work with us, we’ll guarantee to match or beat your existing benefit costs.

Online Benefit Enrollment

We make benefits easy! Our enrollment technology is user friendly for employees yet offers robust reporting for your staff.
  • Easy product videos available 24/7
  • Reporting tools have archival system for easy ACA compliance
  • Your data is safe!  Our secured servers have redundant daily processes based in Texas
  • One stop shop – All you need under one umbrella: Licensed Third Party Administrator (TPA), Benefits Consulting, Services, Administration, and Education

Employee Benefits Administration

The management of employee benefit plans is an enormous job full of details and paperwork. Working with Achieve Financial Group eliminates these hassles:
  • Consolidated billing – let us reconcile and pay your insurance bills for you monthly
  • Payroll integration – our online enrollment system integrates with your payroll – no need to enter deductions after annual enrollment!
  • Electronic data interface with insurance carriers
  • COBRA, Section 125 flexible benefits (HSA’s and FSA’s), HIPAA, FMLA administration support

Employee Benefits Compliance

Federal law imposes many requirements on group coverage that employers provide to their employees. Let us take the financial and administrative burden off your plate. ACA compliance made easy!

When you work with us, we’ll guarantee to meet or beat your existing benefit costs. We make your benefits easy!


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