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Benefits, Insurance, Financial and Other Services - The Management Association
Partners & Links
Benefits, Insurance, Financial and Other Services
Digital Benefit Advisors
www.digitalbenefitadvisors.com
Digital Benefit Advisors delivers a powerful new approach to employee benefits by combining the commitment of experienced, local market advisors with the sophisticated technology and resources of a respected national firm. No one understands your local landscape better than our senior-level advisors who work closely with you to devise creative and strategic solutions to meet current and emerging needs. For more information visit our website or contact Jerry Schilf at jschilf@digitalbenefitadvisors.com or by phone 630.393.0030 x12.
Oak Trust Credit Union
www.oaktrust.com
Oak Trust is the official credit union of The Management Association. The Association chooses to offer Oak Trust to its own employees as a reliable, trustworthy source of financial services in any economy.
As a member-owned institution, Oak Trust offer a full range of banking products and services designed to serve its members, not just profit from them. You can make Oak Trust available to your employees too: It's an employee benefit with no hassles, and NO COST to your organization. Contact Cindy Williams at (630) 792-2928 or cwilliams@oaktrust.com to learn more.
AARP Illinois
www.aarp.org/IL
AARP works with employers to give them tools and resources they need to grow their businesses. AARP’s Workforce Assessment Tool helps employers plan for the shifting workforce demographic while AARP’s partnership with www.RetirementMadeSimpler.org provides helpful guidance for employers to ensure the financial security of their employees. For more information on these and other AARP employer resources, please visit www.aarp.org/erc.
American Chartered Bank
www.americanchartered.com
At American Chartered, we understand that the structure of your healthcare plan is important to you. In fact, your choice of healthcare benefits may be the most important decision you make on an annual basis. The same can be said for choosing your tax advantaged Health Savings Account.
When American Chartered introduced its HSA program, we were one of the first HSA custodians offering clients a free, interest-bearing HSA checking option. To date, we administer accounts for 2,200 companies, and over 40,000 individuals have entrusted American Chartered Bank with their HSA. Our experienced HSA team can also help provide guidance and education to you and your employees.
For more inforamtion about our HSA services, please reach out to Larry Deegan ldeegan@americanchartered.com.
Benefitdecisions, Inc.
www.benefitdecisions.com
With entrepreneurial passion, Benefitdecisions Inc., provides complete solutions for employee benefit and human resource needs including: Employee Benefit Brokerage and Consulting; Wellness Programs, Benefits Administration and HR Outsourcing. Our management team brings years of expertise in developing strategies that lower benefits costs, improve HR efficiency and reduce HR spend. For more information contact Dan Meracle at 312- 376-0433 or dmeracle@benefitdecisions.com or visit www.benefitdecisions.com.
BIK & CO,
www.bikcpa.com
BIK & CO, LLP is a full service CPA firm with a specialty in employee benefits plan audits and review of the related Form 5500 required for IRS & DOL compliance. We perform both full-scope and limited-scope audits. Our efficient audit process provides a cost-effective, quality engagement delivered by experienced professionals that provide clients with ideas related to plan administration and compliance issues. For more information, please contact Kathy Musial (847) 281-3199 or via email: kmusial@bikcpa.com
Capital Strategies Investment Group
www.capstratig.com
Capital Strategies Investment Group is a Registered Investment Adviser with the Securities and Exchange Commission under the Investment Advisers Act of 1940. Our mission is to help our clients successfully manage their investment and retirement programs and fulfill their duties as fiduciaries. We help clients better manage current providers or facilitate a provider change, offer fiduciary oversight of plan investments, and develop and support participant communication and education goals for your retirement programs. Please contact Nancy Rizzuto at nrizzuto@capstratig.com or 630-320-5100 for more information. 
HFN, Inc.
www.hfninc.com
JMG Financial Group, Ltd. 
www.jmgfinancial.com
JMG Financial Group, Ltd. provides financial planning, investment management, and tax consulting services to high net worth individuals including corporate executives and business owners; as well as 401(k) plan sponsors. Our client service model includes consultation on employer compensation and benefits, cash flow and retirement planning, income tax planning and return preparation, estate planning, and investment advisory.
We are an independent, open-architecture, fee-only advisory firm. Accordingly, we maintain objectivity by receiving no commissions on the investments or services we recommend. Contact Dennis Marx at 630-573-6945.
Meadows Credit Union
www.mcuonline.com
Expand your employee benefits package by adding Meadows Credit Union at no cost. MCU provides a not-for-profit, member-owned choice for financial services.Serving over 300 companies for almost 70 years, learn how the convenience of nationwide shared branches and surcharge-free ATM networks help serve the needs of your staff. For more information contact Sue Porter at (847) 483-3342 or via email at sporter@mcuonline.com
Profitability NOW
www.profitabilitynow.net
Profitability NOW works with human resources to improve the financial performance of the company through people. We have subject matter experts in strategic planning, including hr strategic planning, strategic sales and marketing, corporate diversity/race relations, leadership initiatives, and human resources management. We utilize a client focused, collaborative approach, to empower and move organizations to the next level.
Unemployment Consultants, Inc.
www.unemploymenttaxes.com
Unemployment Consultants, Inc. works with employers to reduce their state unemployment taxes. Services include on-site manager training, verification of the yearly contribution rate, quarterly benefit charge statements, protest of claims, appeal of all unfavorable decisions, representation at all hearings, claim status reports and telephone consultation at anytime. Call our number (847)670-0590 and ask for Greg Gabrielson for more information.
Know someone interested in becoming a Supplier Sponsor? Contact Christopher Schneider at 800-448-4584 or at cschneider@hrsource.org.
The Management Association directly serves more than 1,000 member organizations annually. We interact with 10,000 individual contacts within member companies, who represent more than 130,000 employees. Web access to this page is not member-restricted.
Supplier Sponsors are presented to Association members and to our web site visitors as resources for their consideration. The Management Association can not endorse, or accept responsibility for the products or services of these vendors.
