FSI’s CoveredAdvisor benefits program now includes a Certified Professional Employer Organization offering access to bundled health coverage, HR compliance, payroll, benefits administration and more!
Our exclusive new member benefit is through our partnership with Insperity, a Fortune 1,000 company, with specific expertise and an exceptional track record with independent financial advisor practices.
- Insperity’s health coverage (medical/dental/vision) provided by nationally recognized carriers with multiple offerings*
- Turnkey HSA and FSA plans
- Access to a highly competitive 401(k) plan
- HR compliance, administration, and technology
- Payroll, Workers Compensation and Employment Practices Liability coverage
- Recruiting, hiring, onboarding and termination assistance
- Practices ranging from single advisors to 50 or more employees may benefit
While Insperity has experience working with practices of all sizes, including single advisors under certain circumstances, the average practice size working with them today is four total employees including the owner advisor(s).
Click here to learn more, get pricing & enroll. Use Special Access Code FSI4ME to enter the site.
*In Maine, Maryland & New Mexico, CPEO services are available, but only employers with 50+ employees (ME & MD) and 100+ employees (NM) may access health coverage.