When the time is appropriate for you, we will introduce your team to Clarity’s contacts and affiliates who support our flexible model and work successfully with us in improving efficiency.
If you are not currently part of this network, please contact us to find out we may best partner with you: info@clarity-llc.com.
Affiliate Type
|
Professionals
|
Local, Regional, and National firms Experienced specialists in your location
|
|
Accounting Firm
|
Audit and Tax Advisors |
- Service your plans efficiently (Big 4, National talent)
- Audit your corporate or ERISA plan financials
- Handle your individual or corporate taxes
- Serve as CFO; controllership; bookkeeping services
- Interact at a higher level by having Partners manage your account while still providing reasonable rates
- Independent to Clarity
|
see
Audit Assist |
Law Firm
|
Attorneys (ERISA, tax, litigation, M&A) |
- ERISA plan documents
- Compliance analyses
- Voluntary Correction Program Filings
- Litigation related to employee benefits
- Legal Opinions
- Independent to Clarity
|
see
Attorney Assist,
Cash Balance Administration Law Firms,
Top Law
and
Will your Law Firm Benefit from Cash Balance Plan? |
Investment Advisory
|
Financial and Investment Managers |
- Fiduciary risks explained
- Participant education timely
- Investment strategy customized
- Clarity manages unbiased investment selection processes
- Clarity provides access to numerous investment platforms and financial advisors
- Independent to Clarity
|
see
Advisor Assist |
Third Party Administrators (TPAs)
|
401(k) recordkeepers
Administrators
CEBS, QKA, QPA |
- Recordkeeping and administration {401(k), 403(b), 457,
Section 125 Flexible Spending Accounts and COBRA}
- Compliance testing
- Design consulting (straightforward to complex)
|
see
TPA Assist |
Insurance
|
Brokerage
Advisors; Insurance Actuaries |
- Small to Large Brokerage Firms
- Property & Casualty and Life Insurance Actuaries
|
see
Broker Assist |
Human Resources (HR)
|
HR Outsourcing
Payroll Administration
HR Training |
- Outsource partial or full HR services
- Manage Compensation and Executive Benefits
- Reduce turnover by improving employee retention
- Assist with mentoring, coaching, and outplacement
|
see
TPA Assist |
|
