The Planning Group, Inc.

Description

The Planning Group, Inc. provides benefit planning services for singles, couples and families, business owners and executives, professionals, and retirees. It offers a single source solution for benefit consulation, third party administration, and human resource (HR) assistance. The company provides HR support systems services, including providing an account manager; offering HR department access through a HR benefit Website; making available a HR specialist on site, by phone, or by email; FSA, HRA, and HSA with debit cards, COBRA, and HIPAA administration; and annual market studies, case management reports, benefit newsletters, and benefit booklets. It offers VIP client services, such as providing an account manager, spending account debit cards administration, HR specialists, personalized HR Website, employee planning and benefit packages, personalized orientation kits, COBRA and HIPAA administration, on-site benefit training, and compensation consultation. The companys services for individuals include medical, dental, long term care, disability income, life, retirement and estate protection, and cancer and intensive care insurance. It offers financial services, such as helping customers to track their assets, liabilities, and cash flow; business succession planning services comprising future family generation and key employee succession plans, buy/sell agreements, exit planning, ESOP conversion, CPA-legal partnerships for strategies and advice, owner disability considerations, and business and estate plans; and key employee retention services, such as salary continuation and QSPP section 105 plans, split dollar options, incentive programs, non compete agreements, golden handcuff arrangements, and personal financial services. The company was formerly known as Group Underwriters, Inc. and changed its name to The Planning Group, Inc. in September 2002. The Planning Group was founded in 1971 and is based in Wilson, North Carolina. As per the transaction announced on June 10, 2010, The Planning Group, Inc. operates as a subsidiary of Progressive Benefit Solutions LLC.

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