Employee Benefits

Employee Benefits

Here at Van Winkle Associates, we offer a wide array of services to help business owners address their financial needs at every stage of the business life cycle. Taking into account their personal values and financial goals, we create and execute customized plans to help entrepreneurs meet their objectives. Some of our key services are detailed below.

401(k) Plan Analysis and Development

We will evaluate your organization’s benefit plan needs, benchmarking against the industry norms. We will work closely with you to tailor a plan to your current business objectives and help you implement the changes with your staff.

Group Medical Benefits

VWA Financial will help you coordinate all aspects of your open enrollment period to ensure a stress free and successful season. This includes facilitating employee communications, helping with benefit interpretation, and resolving any other issues that may occur.

Simple and SEP IRA

A SIMPLE IRA plan (Savings Incentive Match PLan for Employees) allows employees and employers to contribute to traditional IRAs set up for employees. It is ideally suited as a start-up retirement savings plan for small employers not currently sponsoring a retirement plan. A SEP plan allows employers to contribute to traditional IRAs (SEP-IRAs) set up for employees. A business of any size, even self-employed, can establish a SEP.

Group LTD and Life

Making sure you have enough income to support your family if you become sick or injured and cannot work for an extended period is an important part of any financial plan.

Some of the employee benefit carriers that we offer include:

  • Fidelity
  • United Healthcare
  • Empire Blue Cross Blue Shield
  • Voya
  • John Hancock
  • UHC
  • Metlife
  • Aetna
  • Guardian Life
  • Principal
  • Unum
  • Cigna
  • Mass Mutual
  • Lloyds of London

The above organizational logos are representative of the companies in which we can develop employee benefits plans and the list is not comprehensive. They are not affiliated with or endorsed by New York Life Insurance Company. Logos are available within the public domain.


Van Winkle Associates is a Boutique Family Financial Services Firm founded in 1979.


Advise individuals and businesses to create, grow and preserve wealth and manage benefits through financial and insurance solutions.


Partnering with Fortune 100 companies and leveraging our decades of experience and relationships to deliver results and success for our clients