Comprehensive Employer Benefits Solutions for Brokers & Businesses
Health, retirement, and wellness programs designed to reduce costs, simplify compliance, and keep employees engaged.
Why Choose Elevate?
Cost Efficiency
Cut benefit costs without sacrificing coverage.
Compliance Confidence
Stay aligned with ACA, ERISA, and IRS requirements—without the stress.
Employee Satisfaction
Benefit strategies designed to attract, retain, and motivate your workforce.
Broker Partnerships
Give advisors more tools to win and keep clients.
Our Employer Benefit Solutions
From health and retirement to wellness and compliance, we provide complete benefit strategies—simplified, integrated, and managed under one roof.
Group Health & Supplemental Insurance
Smart plan designs to control costs and expand employee coverage.
Retirement Plans
401(k), Cash Balance, Defined Benefit, and annuities tailored to your workforce and leadership goals.
Wellness Programs
Innovative options like SIMRP, ICHRA, and QSEHRA improve health outcomes while reducing costs.
Compliance & Administration
Full ACA, ERISA, and IRS alignment, with benefits administration handled start to finish.
Employee Education & Enrollment Support
Clear communication and one-on-one guidance to maximize participation.
Who We Work With
We collaborate with organizations and professionals across industries to deliver smarter, more effective benefits.
Brokers & Advisors
Expand your offerings with full-service support and compliance expertise.
Employers
From growing companies to large organizations, schools, and nonprofits—we help design cost-efficient, employee-focused benefits.
CPAs & Attorneys
Integrate tax-efficient, compliant strategies that add value to your client relationships.
Consultants & Associations
Extend your resources with proven benefit solutions tailored for your members or clients.
How Elevate Works With You
Step 1: Discovery & Consultation
We start by learning your goals, challenges, and current benefits structure.
Step 2: Customized Benefits Design
Our team builds a tailored strategy—covering health, retirement, wellness, and compliance.
Step 3: Ongoing Support & Compliance
We stay by your side with enrollment assistance, employee education, and full regulatory compliance.
What Our Partners Say
“Elevate helped us design a retirement plan that saved money and kept us compliant.” – CPA Partner
“As a broker, Elevate made it easy to bring complete solutions to my clients.” – Insurance Advisor
Ready to Elevate Your Benefits?
