benefits
Modern benefits for a modern world

Save and plan for what lies ahead

Our simplified approach to benefits administration empowers your employees to manage the money they work hard to earn. Planning ahead is never easy but our team of experts are there for you every step of the way. From enrollment to support, we have you covered.

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Employee Benefits Administration

Top talent is hard to attract and even harder to keep

Leverage our wide range of benefit solutions to help stand out in a competitive job market. We make it easy for you to offer benefits to your most valuable asset, your employees. Our modern technology and top-tier customer support make empowering your employees a breeze.

ELEVATE YOUR RETIREMENT PLAN

Support your employees as they save for retirement

Our individually designed retirement plans are built to fit your needs while helping to create a solid foundation of financial independence for your employees on their road to retirement. With customized plan designs and comprehensive plan administration, get a 401(k) plan that adapts with your company.

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A designated team that provides prompt interaction and personal support backed by our service guarantees.
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Flexible retirement plan design with a wide-range of highly-competitive investment options.
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Ongoing support with our licensed retirement professionals, who provide continuing investment education and annual plan reviews.

Take the hassle out of managing your 
company’s 401(k) today.

Speak to a Benefits Expert

Securities and advisory services offered through L.M. Kohn & Company. A Registered Broker/Dealer, Member FINRA/SIPC/MSRB 10151 Carver Road, Suite 100, Cincinnati, OH 45242 800-478-0788

TRUSTED PARTNERS
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The benefits you need

Take your business to the next level with our comprehensive benefits.

The best and brightest demand competitive benefits and a strong culture, so elevate your business above the rest. Free yourself from the complicated world of benefits management and focus on your growth. Benefits administration shouldn’t be difficult, and it doesn’t have to be.

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Flexible Spending (FSA)

Utilize this account to help employees and their families pay for healthcare expenses with tax-free dollars.

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Dependent Care

Enable employees to deduct child care or elder care expenses while reducing their taxable income.

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Premium Only Plan

Allow benefit plan premiums to be taken out before taxes.

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Parking & Transit

Make the daily commute less of a drag with pre-tax contributions to a Section 132 plan.

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Health Reimbursement Account

Help employees safeguard against unexpected out-of-pocket medical expenses.

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COBRA Administration

Under COBRA law, qualified beneficiaries must be allowed to continue their employer-sponsored benefit plan(s) following a qualifying life event.

Take everything together or build a custom plan that’s right for your business.

Speak to a Benefits Expert

“Sheakley is the most professional company I have ever dealt with. Everyone is EXTREMELY knowledgeable of their job.”

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Connie D, Jones Machinery

Benefits Compliance

Avoid the pitfalls of non-compliance

Navigating the sea of rules and regulations can be tricky. Failing to do so can negatively impact both your bottom line and benefit offerings. Let Sheakley’s team of compliance experts help guide you.

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Non-Discrimination Testing

Tax-favored benefit plans cannot provide a greater benefit to key and highly-compensated employees than they do to regular employees.

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Plan Documents

ERISA requires certain benefit plans to maintain a document outlining the terms, conditions, operation, and administration of the plan.

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Government Filings

Retirement and benefit plans must submit information each year on plan operation and regulatory compliance to the IRS and DOL.

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Why Sheakley?

Because your business is our top priority

When you partner with Sheakley, you get access to a dedicated team of professionals who have decades of combined experience between them.

  • For over 55 years, we have assisted businesses both large and small with navigating these complexities all across the country.
  • Not only can we help make sure that you and your people are protected, we also take the administrative burden off your plate.
  • Get back to what you do best – running the organization you’ve always dreamed of, free from worry or compromise.
From safety to compliance & everything in between

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Receive the latest news, insights and resources that help you achieve your business goals.

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    Your customer service is excellent – we appreciate your responsiveness, professionalism, and friendliness.

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