Tony Novak 800-609-0683
a passionate advocate for small business success
Expand your small business employee benefit services
by Tony Novak, CPA, MBA, MT
If your accounting firm plans to expand client services in the field of small business employee benefits this year, please consider how I might be able to contribute.
Over more than 25 years I have worked with insurance agencies to help provide small business owners in every part of the U.S. and in a wide range of industries with innovative cost-saving solutions for health and benefit plans. Now I wish to expand my work through association with an accounting firm.
I specialize in defined contribution flexible benefit plans with consumer-driven health plan features – the type encouraged by health reform law that small business clients typically want to hear more about right now. As a solo practitioner, I have routinely handled a wide range of services including:
- Marketing of employee benefit products and online enrollment services
- Web site content development for a wide range of financial service firms
- Compensation planning for individual and business clients
- Employee benefit plan design, documentation and administration
- Tax filings for individuals and small businesses
- Strategic planning for the impact of national health reform
The demand for professional help with employer-sponsored health and benefit plans is strong and growing stronger. Small and mid-sized businesses are now open to new ideas from those who choose to be leaders in health reform; many clients are simply waiting for the right advice and opportunity. The only remaining question is who will provide this service to the majority of firms that make benefit plan reforms over the next few years.
Whether you wish to discuss a benefit plan solution for a single client or expand your firm’s practice with the addition of a full time benefits associate, I welcome the opportunity to speak with you.
Telephone: (800) 609-0683
Email: email@tonynovak.com
Providing small business benefit plan support services for:
- Consumer driven defined contribution health plans
- 401(k)
- Deferred compensation
- Defined benefit pension or target benefit
- Individual retirement account (employer or employee funded)
- Group or individual health insurance
- Health Reimbursement Arrangement (HRA)
- Section 125 Cafeteria Benefit and SIMPLE Cafeteria plans
- Flexible Spending Account
- Medical Expense Reimbursement Plan (MERP)
- Medical Savings Account (MSA)
- Health Savings Account (HSA)
- Education Assistance
- Salary Continuation
- Thrift Savings
- Group Life Insurance
- Individual Retirement Accounts (IRA)
- SEP or SIMPLE Retirement Savings
- Profit Sharing
Opinions expressed are the solely those of the author and do not represent the position of any other person, company or entity mentioned in the article. Information is from sources believed to be reliable but cannot be guaranteed. Any accounting, business or tax advice contained in this communication, including attachments and enclosures, is not intended as a thorough, in-depth analysis of specific issues or a substitute for a formal opinion, nor is it sufficient to avoid tax-related penalties. Tony Novak operates as an independent adviser under the trademarks "Freedom Benefits", "OnlineAdviser" and "OnlineNavigator" but is not a representative, agent, broker, producer or navigator for any securities broker dealer firm, federal or state health insurance marketplace or qualified health plan carrier. He has no financial position in any stocks mentioned. Novak does work as an accountant, agent, adviser, writer, consultant, marketer, reviewer, endorser, producer, lead generator or referrer to other companies including the companies listed in the articles on this web site.
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