The Siekmann Company

Serving Central Ohio businesses since 1981

Insurance broker in Plain City, OH (show on map)

5.0

★★★★★

3 reviews

We specialize in the implementation and management of retirement plans and employee benefits for small to mid size businesses.

Call (614) 873-5200

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About

The Siekmann Company specializes in retirement plan advisory, fiduciary level advisory services, third party administration (TPA), employee benefits brokerage, benefits administration, engagement technology, and wellness solutions for Central Ohio businesses. Founded in 1981, the company provides comprehensive services including retirement plan advisory, fiduciary level advisory services for corporate retirement plans, third party administration (TPA) services, employee benefits broker and consultant services, benefits administration, online enrollment, COBRA, 1095-C filings, and benefit education, as well as financial and physical wellness programs to engage staff and keep them healthy and wealthy.

Fee-only model for transparency

Highly experienced team with diverse credentials

Comprehensive suite of services from plan design to employee education

Integration with BerniePortal for engagement technology

Customized wellness and benefits solutions

Services

Retirement Plan Advisory

Fiduciary level advisory services for your corporate retirement plan.

Fee-based investment advisory services Design and implementation of profit sharing, 401(k), and Safe Harbor 401(k) plans Licensed and state registered investment advisors Compliance with ERISA and DOL guidelines Utilization of passive and actively managed funds for diversification and expense management

Retirement Plan Administration (TPA)

Third Party Administration (TPA) services for your corporate retirement plan.

Day-to-day administrative services Education and training for client HR personnel on ERISA and IRS requirements Customized procedures and strategies for each client Loan and distribution processing Form 5500 preparation and other regulatory filings

Employee Benefits Brokerage

Employee Benefits Broker and Consultant services.

Independent agency with no affiliation with insurance companies Large network of providers for tailored benefit designs Fee or commission-based brokerage services Creative and forward-thinking solutions for budget-conscious businesses

Benefits Administration

Supporting your team to manage employee benefit plan offerings.

Employee benefit enrollments, terminations, and monthly billing reconciliation Healthcare reform notices and Medicare D requirements Carrier enrollments and HRA administration

Engagement Technology

Online enrollment, COBRA, 1095-C filings, and benefit education at your fingertips.

BerniePortal integration for HR management Applicant tracking and onboarding Online benefits enrollment with educational resources COBRA administration and ACA reporting tools PTO tracking and compliance management

Wellness Solutions

Financial and physical wellness programs to engage your staff and keep them healthy and wealthy.

Financial wellness workshops Physical wellness programs Customized wellness plans for employees

Credentials & Certifications

AIF (Accredited Investment Fiduciary)

Licensed Employee Benefits Broker

CRSP™ (Certified Retirement Services Professional)

Since 2000

REBC (Registered Employee Benefits Consultant)

MBA from Frostburg State University

Reviews

Rating

★★★★★

Reviews

"We value our relationship and highly recommend them!"

Frequently Asked Questions

What types of retirement plans do you specialize in? +

We specialize in profit sharing, 401(k), and Safe Harbor 401(k) plans for businesses of all sizes.

How do you ensure compliance with ERISA and DOL guidelines? +

Our licensed and state registered investment advisors monitor and provide guidance on the investment lineups associated with each plan, ensuring compliance with ERISA and DOL guidelines.

What is the role of the Benefits Administration team? +

The Benefits Administration team assists with employee benefit enrollments, terminations, and reconciliation of monthly billings for benefit carriers, as well as handling healthcare reform notices and Medicare D requirements.

How does the Engagement Technology platform benefit employers? +

The BerniePortal integration saves time, streamlines processes, and helps get employees actively engaged and educated on their benefits through online enrollment, COBRA administration, ACA reporting tools, and PTO tracking.

What wellness solutions do you offer? +

We offer financial and physical wellness programs to engage staff and keep them healthy and wealthy, including customized wellness plans for employees.