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Credentials

  • Certified Financial Planner, CFP
    -
  • Certified Public Accountant, CPA
    -

Experience

    • United States
    • Insurance
    • 1 - 100 Employee
    • President
      • 1985 - Present

      The unicorn for benefits brokers and employers today is to offer benefit initiatives that are cost-effective and simple, but are equally attractive to employees, and foster loyalty in the workforce. This is the path to becoming an employer of choice that attracts the best people and holds onto them, growing the business and saving money in the process. Unfortunately, HSAs, FSAs, HRAs, and multiple direct bill compliance services are all weighed down by ever-changing compliance. That's where The Harrison Group, Inc. steps in. We are experts in advising on and implementing these plans in a cost-effective and time-saving manner, freeing you from the headaches of administration and regulation. We can help your business if: - Your employees are paying for group insurance costs on an after-tax basis. - Your employees pay for group insurance costs on a pre-tax basis, but you: 1. Do not have a Section 125 Plan Document. 2. Have not updated your Plan Document in the last few years. 3. Are not performing the required non-discrimination testing. 4. Do not offer your employees FSAs. - Your health insurance plans do not provide deductibles for outpatient surgery and hospital stays. - You reimburse for certain out-of-pocket health costs and do not have an HRA document. - You believe consumer-driven health plans are too complicated for your employees, even though they offer savings. - Your employees pay for parking and/or mass transit costs as a result of their work commute. - You have more than 100 employees in your employee benefit plan and have not filed Form 5500 with the U.S. Department of Labor. Our experience and knowledge, combined with flexible processes and advanced technologies, delivers unrivalled service. No two companies are the same, which is why you deserve a tailor-made plan that suits your needs. If you believe we can help your business, I invite you to connect so we can talk more about your needs. Show less

Education

  • Villanova University
    Bachelor of Science (BS), Accounting
  • Conestoga High School

Community

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