Business Services

Ready to give your employees a comprehensive benefit package?

Attract top talent and reward your valued team with affordable, flexible group benefits. Count on us for excellent service, expertise, support, and institutional quality investment choices. 

The benefits you need to stay competitive

Design a benefits package to catch the eye of high-quality talent—and keep it—no matter what your business size. With flexible retirement savings plans and a suite of employer-paid and voluntary insurance, there are lots of options to choose from.


Group Health Insurance*

Everyone has their own unique situation, and we design plans to fit your needs.
Services Include:

  • Major Medical
  • Implementation and Enrollment assistance
  • Ongoing additional Support

Group Benefits

Tailor group dental, disability, life, vision and critical illness solutions to fit your needs. You can choose to pay all, part or none of your employees’ benefits.

  • Group Disability
  • Group Life
  • Group Dental
  • Group Vision
  • Group Accident and Critical Illness Insurance

Qualified Retirement Plans

Attract and retain employees with a qualified retirement plan. Choose from defined contribution and defined benefit retirement plans that include:

  • 401(k)
  • Traditional defined benefit
  • Employee stock ownership plans
  • Simple IRA

Key Employee Retirement Benefits

Your top people may be losing benefits due to government restrictions on qualified retirement plans. These additional benefit plans can help restore lost benefits or just give them an added perk for being so valuable. Examples include:

  • Bonus plans
    • Executive Bonus | Key Man | Buy/Sell | Select Reward
  • Deferred compensation plans

Financial Wellness

The program is a valuable enhancement to an employer-provided benefits package. It allows you to offer employees financial education and personalized assistance to get their financial lives on the right track.

  • Group meetings
  • 1-on-1 meetings with employee
  • A review of life and disability insurance needs.
  • A comprehensive financial needs analysis.

Services for retirement plans

  • Plan design consulting
  • Fee analysis and benchmarking
  • Fiduciary support and protection
  • Performance benchmarking
  • Investment policy statement
  • Vendor assessment
  • Design an education campaign
  • Monitoring retirement plan success 

*Offering Group Health Insurance products is an outside endeavor Michael Kidd is involved with, separate and distinct from their role as a financial professional with Principal Financial Group®. These activities, products, and services are not sponsored, endorsed by, or affiliated with any company of Principal Financial Group®.