Shane Biltz

Shane Biltz
Retirement Plans
A multiethnic, multigenerational office team of mixed genders making thumbs-up and victory gestures for a group photo.

Retirement Planning in the Modern Era

Employers are reshaping retirement planning, providing personalized benefits, clear communication, and diverse investment options to bridge wealth gaps based on age, gender, and race, fostering an inclusive and confident workforce.

Captive Insurance
The Importance of Captive Insurance Domicile Selection

The Importance of Captive Insurance Domicile Selection

Explore the critical factors involved in choosing the right domicile for a captive insurance company. From regulatory environments and taxation considerations to political stability and market reputation, this guide delves into the nuances of selecting the optimal jurisdiction. Learn why the domicile matters and how it can impact the success and effectiveness of a captive insurance arrangement, providing insights essential for businesses navigating unique risk management needs and seeking tax advantages.

Employee Benefits
Reviewing employee benefits packages on a laptop computer.

Can You Negotiate Insurance Rates?

Discover the key to attracting and retaining top talent while optimizing your company’s financial health. Learn how to negotiate better insurance rates and provide a competitive benefits package for your employees. Explore our comprehensive guide to making the most of your employee benefits

Retirement Plans
twisting road

How to Build a Winning Defined Contribution Plan

Designing a successful defined contribution plan is a strategic endeavor that blends financial responsibility with employee benefits. Discover how to encourage participation, strategically match contributions, evaluate investment options, and more.

Employee Benefits
Making Retirement Plans Clear for Employees

Making Retirement Plans Clear for Employees

This blog underscores the significance of retirement planning and offers a seven-step process. It discusses various retirement plan options, outlines the benefits for employees and employers, and provides insights for making retirement planning more accessible. Overall, it’s a valuable resource for enhancing financial well-being through effective retirement planning.