EBA 2015 Adviser of the Year Award - Tim Olson
B2B Omaha 2016 Winner
Faces of Omaha Winner - Face of Employee Benefits
Greater Omaha Chamber Small Business of the Month

Focus on the big picture. Let us worry about the little things.

Don’t have any benefits? Talk to our industry experts about setting them up.

Already have benefits? Make sure they are in compliance with the law.

Employee Benefits

Health, Life, Disability

Dental and Vision

Flex Benefits, Health Savings Account,
Voluntary Benefits

Defined Contribution Platform

Private Exchange

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Retirement Planning

Qualified Pension Plans

Tax Deferred Annuities

Employer Sponsored Plans

Deferred Compensation

401(k), 401(a), 403(b), 457(b)

Executive Top Hat Plans

Non-qualified Deferred Compensation Arrangements

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Benefit Solutions

Gatekeeper – Minimize employer exposure

RPAG – Exclusive platform for fiduciary fitness, compliance, and much more

TOG Client Connection – Electronic HR management system and Online Enrollment

ACA Metrics – Leading health care reform financial modeling platform

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Let's Get Started Today.

Retain and Attract Top Talent by Putting in a Better Benefits Program.

Extensive Resources

Take advantage of cutting edge technology and efficient tools for employers.


Minimize your company’s liability and the likeliness of penalties, fines and a DOL audit by leveraging this tool to easily and efficiently stay compliant in minutes a week instead of hours a day.


This module brings fiduciary services, compliance, investment review, and required bench marking rules to a new level. RPAG brings a long term solution to our clients in keeping them fiscally fit with their retirement programs that others simply do not have–only 500 advisers across the country can participate in this exclusive tool.

TOG Client Connection

Our Client Connection takes the stress and work out of enrolling into benefit plans. Everything is now done online in an orderly and easy to use fashion, with full payroll and carrier integration.

ACA Metrics

After an employer’s health insurance options are loaded, every key provision is calculated with respect to their plans (Actuarial value, affordability threshold, Cadillac Plan Tax, etc.). Then they have the ability to take full advantage of Health Care Reform, understand the dynamics of the legislation, and put long-term strategies in place with solutions based on the facts.

With over 500 employer benefit programs covering more than 20,000 employees, the firm is known for its
unparalleled customer service and extensive knowledge on the Affordable Care Act.

Our Partners

We have the privilege of working with some amazing companies.

  • Blue Cross Blue Shield
  • Ameritas
  • Unum
  • Lincoln Financial Group
  • RPAG
  • One America
  • Mutual of Omaha
  • MetLife
  • hr360
  • First National Bank
  • And Many More