STOP LOSING TALENT.
Best-fit benefit diagnostic

What brought you here?

Choose the benefit decision you are working through. Each path asks only the questions needed to produce a practical starting direction.

Educational planning tools—not legal, tax, investment, insurance, or fiduciary advice.
← Retention home
Starting point · choose one

What could help you attract and retain talent?

Explore benefits or the workplace itself. Each path produces a practical starting direction.

01 / HEALTH

Health benefits

Estimate FTEs from payroll hours, then compare reimbursement, group coverage, preventive-only benefits, and employer-mandate considerations.

Run the health diagnostic →
02 / RETIREMENT

Retirement benefits

Compare SIMPLE IRA, SEP IRA, 401(k), Safe Harbor 401(k), and owner-only directions.

Run the retirement diagnostic →
03 / WORKPLACE

Workplace & management

Examine management, morale, workload, communication, growth, trust, and working conditions.

Run the workplace diagnostic →