Total Administrative Services Corporation
Custom plan design
Are you an employer and current TASC Universal Benefit Account® client who just wants to talk to someone about the options available for employee benefit accounts? The TASC Plan Advisor is here for you!
With TASC’s Plan Advisor, current TASC clients now have access to an advisor, who can help you plan, select, and tackle important employee benefit account decisions as your business evolves.
TASC Plan Advisors offer a consultation-focused service intended to help you achieve your goals. TASC Plan Advisors will only recommend account offerings and features that fit your needs—and may even tell you that you have an account or two that isn’t serving you well.
By working with a TASC Plan Advisor, you will be sure to get the full value from your Universal Benefit Account offering.
01
Assess
Understand the client’s business and employee goals and challenges.
02
Learn
Help the client understand the accounts available and how they will help them meet their goals.
03
Design
Create a plan with the client to meet their goals for today and tomorrow.
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If you are an employer and current TASC client, contact a TASC Plan Advisor.
