Provide access to leading carriers and first-class benefit options for your employees. Leave the administrative responsibility of the benefits process to our specialists.

Avada Admin

Benefits Administration

Administrative responsibility for your benefit plan(s) every step of the way, from orienting a new hire on available benefit options, to qualifying events, to handling a terminated employee’s benefits.

Avada Admin

Retirement Plan Options

Access to our multiple-employer retirement plan through Mutual of America, containing many options and customized to your practice.

Avada Admin

Employee Benefit Options

Competitive benefit options are vital to recruiting and retaining employees. Our benefit team can assist you in determining what benefit option is best for your practice.

Avada Admin

Open Enrollment Administration

Management of all aspects of the open enrollment process.

Avada Admin

Benefit Law Compliance

Management of your benefit obligations in accordance with all applicable law.

Avada Admin

COBRA/State Continuation

Management of federal and state-specific employer obligations regarding continuation of coverage and conversion of group health insurance.

Through EmployShare, you and your employees will have access to*:

      • Group Life, Short-term Disability, and Long-term Disability insurance in all 50 states
      • Dental and Vision Coverage in all 50 states
      • Section 125 Program, including medical care expense reimbursement, dependent care expense reimbursement, transportation fringe benefit, and non-employer sponsored premiums in all 50 states
      • Leading carriers for individual and group health benefits in most states.


*The Caputo Insurance Agency, Inc. provides all insurance products where licensed. In states where Caputo Insurance Agency, Inc. is not licensed, we will work with your desired agent.

What Clients Say

“Their differentiation is their specificity of experience to financial services, with complex practices like mine. Other firms do parts of what they do, but I do not have faith that they know my business end-to-end like EmployShare.”
Rich Zito, Garden City, NY
“What is your plan if you have an employee dispute? If you have a practice dispute? Don’t say ‘would have, could have, should have’…engage EmployShare and protect yourself.”
Roger McCoy, Tulsa, OK
“There is a huge percentage of advisors unknowingly running their business incorrectly, and one bad event away from losing their practice. Advisors are choosing one way or another – to keep going as-is or to address and limit risks. I chose to protect myself with EmployShare.”
Scott Esco, Walnut Creek, CA