Group Benefits

Selecting the right group benefits and retirement programs means finding the right balance between price, product, and service, while staying aligned with your organization’s broader goals. At Selectpath, we make that process easier. With decades of experience, a national footprint, and a team of accredited and experienced advisors, we help employers design and manage benefit plans that work for the organization and for the people who make it thrive. Our tailored programs, backed by partnerships with leading providers, deliver value that’s measurable, sustainable, and designed for today’s dynamic workforce.

A strong group benefits plan does more than check a box. It keeps your team healthy and productive, protects their dependents, and offers crucial financial support during times of illness or injury. Our approach includes customized plan design, finding the right insurance partners, and full-service plan management—from renewals and audits to claims analysis and vendor performance reviews. Whether you’re supporting employees with chronic health conditions, navigating benefits in a global context, or harmonizing plans as a result of an acquisition, we offer education, advocacy, and strategic insight every step of the way.

Our GPS (Guiding Professional Solutions) model aligns group benefits and retirement planning with your HR and business strategy, encouraging long-term thinking and people-first decision-making. Our Certified Financial Planners (CFPs) work with plan sponsors and members to support long-term financial wellness through personalized investment advice, goal setting, and capital accumulation strategies.

To help guide your path, we encourage consideration of  The Right Path® – 5 Simple Choices of Group Benefits:

• Terminate the Plan – Cancel your existing plan and consider a new plan if you perceive the value of your current plan to be low.
• Share the Cost – Offset rising claims by sharing costs with employees
• Change the Plan – Adjust your plan design to better reflect employer and employee needs
• Face the Challenges – Acknowledge the benefits of long-term impact by avoiding short-term fixes.
• Change the Model – Reduce costs by managing admin fees, with affecting the value of benefits

At Selectpath, we help you move forward with confidence—offering insight, clarity, and solutions that put your people and your purpose first.

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Group Retirement

As retirement becomes a top concern for today’s workforce, offering expert guidance isn’t just a benefit; it’s a strategic advantage. Our team of Certified Financial Planners (CFPs) and experienced consultants help organizations enhance their value to employees through comprehensive retirement planning services. Whether you’re looking to optimize your retirement savings strategies or support individual member needs, we deliver the insights and tools required to plan confidently for the future.

For Plan Sponsors, we ensure your organization remains compliant with Capital Accumulation Plan guidelines by meeting best practice standards for information and employee assistance. Our services include annual plan reviews with your record keeper, investment management assessments, market benchmarking of insurance providers, and guidance on plan improvements and regulatory updates.

For Plan Members, we offer tailored investment and retirement income planning, one-on-one financial advice, and group education sessions to support their long-term goals. With our guidance, employees gain the clarity and confidence they need to make informed financial decisions—building a more secure retirement and a more engaged workforce.

Financial Planning

At Selectpath, financial planning for business owners goes beyond spreadsheets and tax returns. It’s about building a lasting foundation for your company and your legacy. Our Financial Consultants take a comprehensive, strategic approach that covers all the financial factors affecting your business today and in the future. We specialize in tax-efficient strategies, investment and risk management, pension transfers, and estate planning that aligns with your business goals. We also provide trusted referrals for banking services and mortgages to round out your financial ecosystem.

Tailored Planning Models to Meet Your Needs

Selectpath offers flexible planning packages designed to match your business’s current needs and future ambitions:

1. Comprehensive Financial Planning – We take a deep dive into your business vision, values, and financial landscape, creating a customized strategy that supports sustainable growth and long-term security.
2. Modular Financial Planning – Need to solve for one issue, like key person insurance or business loan structuring? We provide focused planning around specific risks and goals, with the option to expand into broader planning later.
3. Product-Based Solutions – If you’re looking for quick, practical support such as buying insurance or evaluating investment options, we offer simple, actionable recommendations tailored to your immediate needs.

GPS: Guided Professional Solutions

Your business financial plan is more powerful when it integrates with your people strategy. That’s why Selectpath offers GPS—Guided Professional Solutions—a coordinated approach that brings together financial planning, group benefits, and HR strategy. From customized benefits plans that support employee wellbeing to financial safeguards that protect against key person loss, we align your financial strategy with every aspect of your organization’s success.

Plan the Future of Your Business With Confidence

You’ve built your business with vision and hard work. Now it’s time to ensure that legacy continues. While many business owners focus on daily operations, few dedicate time to planning for critical transitions like retirement, disability, or the transfer of ownership. At Selectpath, we work closely with business owners to develop customized succession plans, buy-sell agreements, and exit strategies that protect business value and family interests alike. Our experienced Financial Consultants help clarify your goals, assess valuation, and guide you through smooth transitions—whether you’re preparing for the unexpected or planning your next chapter. With decades of insight and a client-first approach, we put you on The Right Path® to lasting business success.

Commercial Insurance

Our team knows that smart protection goes beyond policies – it’s about having the right people in your corner.  Alongside our benefits and financial solutions, we offer access to a robust network of trusted professionals, including those specializing in commercial insurance solutions.  If you’re looking for this service, we’re happy to connect you with the expertise you need to navigate challenges, mitigate risk and move your business forward with confidence.

Human Resources

We believe people are the foundation of every successful organization. While we help protect and manage your most valuable asset— your team, we also offer access to our trusted network of Human Resources professionals. Whether you need support with recruitment, compliance, employee relations, or strategic HR planning, we’ll connect you with the right experts to strengthen your people strategy.