Do you have a well designed benefit package that is in tune with your employee’s needs as well as one that is in harmony with your own business objectives?

As a courtesy for being a valued client of Key Vista Associates, we are pleased to offer to you a comprehensive planning package by our in-house advisors that will address these concerns.  In today’s competitive business market we will help you become more cost efficient while retaining, recruiting, and growing your employee base which will ultimately make your company more profitable.

Key Vista Associates will provide you with the expertise you need to help you develop a cost efficient fringe benefits program.  These benefits include:

 * Setting up employer sponsored retirement plans
 * Defined contribution plans such as 401K, 403B…
 * Defined benefit plans such as pension, profit sharing…
 * Administration and filing for all plans and tax forms
 * Investment options – during enrollment discussed on a one to one basis
 * Incorporating 125 plans with AFLAC to supplement your employee’s benefit package
 * Setting up non-qualified deferred compensation to help retain key employees
 * Using business continuation insurance for your key people, funding buy/sells and other key employee  buy out plans
 * Group disability (long and short term), individual disability and long term care insurance for all employees.
 * Group health and dental
 * Individual health

Jeffrey Schildkraut is vice President of National Planning Corporation with offices in Boca Raton, West Palm Beach, and Miami. He received his Bachelor’s Degree in Economics from Temple University in Philadelphia, and earned a Master’s Degree in Economics from the Graduate Faculty of the New School for Social Research in New York City, He is a Registered Representative with Park Avenue Securities, a member of the National Association of Security Dealers, and a Senior Associate with the Guardian Life Insurance Company.

Mr. Schildkraut is a speaker and writer on various phases of financial planning and has been a guest lecturer (or the Gold Coast Down Syndrome Society, The Autistic Society of Palm Beach, The Arc of Palm Beach, Parent to Parent for both Palni Beach and Broward Counties and The Quest Center. He has also been heard on the radio program, Friendly Fire, as a commentator on the subject of Estate Planning, as well as being featured on the Baxter Financial Report discussing “The Ever Changing Need of Employee Benefits.” He has also conducted seminars for C.P.A.s in the qualified pension and business planning markets. He has been interviewed by Channel 10 concerning planned giving for the United Cerebral Palsy Foundation of South Florida; having written their charitable giving brochure. He is past President of the Greater Boca Raton Estate Planning Counsel, and was also host of Boca Money, an interactive financial show on Boca Raton Educational Television for two years.