CLIENT SOLUTIONS

EXPERTISE

The McGregor team includes experienced professionals knowledgeable in the area of employee benefits. Our skilled staff provides hands-on services, assisting employers with implementing competitive benefits programs for their employers. We constantly strive to offer innovative solutions for our clients’ employee benefits needs.

SERVICE

Our clients’ benefit plans are a key component in recruiting and retaining quality employees. We feel that it is very important for employees to understand and appreciate the benefits provided by their employer. Employee communication and our accessibility is a major component of our benefit services.

COMPLIANCE

McGregor & Associates, Inc. keeps all clients informed of changes in tax laws and other legislative updates affecting their employee benefit plans. Let us help shift focus back to your core business by eliminating unnecessary administrative burdens.

INDEPENDENCE

McGregor & Associates, Inc. does not sell investment or insurance products. For more information about benefit solutions for your Clients, please contact our office at (859) 233-4377 or (866) 233-4377 toll free.

EMPLOYER

We exist to provide assistance to our clients with their compliance obligations under the Internal Revenue Code, the Department of Labor and ERISA. Our mission is to provide quality, personalized service and consulting to our clients in the most efficient manner. We provide hands-on services, customizing our service model to match our individual client’s needs

PARTICIPANTS

McGregor & Associates is here to provide your employee benefit information whenever you need it. Participating employees should receive a personal logon ID and password that will provide access to all relevant information instantly. While you’re here, check out our benefit tools to learn more about the retirement savings, flexible spending accounts, and more. If you have questions or can’t find something you need, please give our customer service department a call.

BROKERS / FINANCIAL ADVISORS

There are a number of great reasons that you should partner with McGregor & Associates, Inc. and take advantage of the the employee benefit solutions provided by our Firm. We bring value-added services to your clients keeping them up-to-date on the latest trends in benefits, contribution strategies and cost saving benefit designs. A large part of our success is owed to the partnerships we share with the brokers, agents, tax professionals, and financial planners that make up our provider network.