Jason Griggs, Crpc Email & Phone Number

Ponte Vedra Beach

-Solutions that will improve client organizations, both financially and operationally-Prepare comprehensive renewal strategy and manage the implementation process-Emphasis in understanding how each clients' business operates and what role benefits and HR play in the P&L, the operations, and the engagement and management of its employees-Cloud based Benefits Administration technology that leads the industry.-Consolidated Premium Billing - Clients receive one invoice regardless of number of carriers -Payroll deduction audits-New Hire On-boarding-5500 Reporting-ACA Compliance Management; Wrap Document, 1094 and 1095 IRS Reporting-Integrated; Cobra, FSA, HRA and HSA Administration-Advanced claims analytics and plan design modeling for self funded plans-Disease & Claims management-Monthly Legislative Webinars-Innovative Wellness Strategies

Jacksonville, Florida Area

-Clients access their overall net worth and investment strategies to view their personalized eWealth dashboard. -Using a quantitative approach to investing; we remove subjectivity and let the math speak for itself, both in the classification of the investor, and the construction of their portfolio allocation-Partner with successful Executives and Business Qwners.-Focus on the individual goals and needs of each client. Using these goals we create a unique strategy.-Open Architecture 401(k) platforms with 3(21) and 3(38) co-fiduciary-Cash Balance Pension Plans, Profit Sharing, Defined Benefit Pension-Alternative Investments allocation: Private Equity, Private Real Estate and Private Debt -Tax strategies for High Net Worth individuals-Utilize alternative investments into a traditional portfolio we strive to produce a more optimal asset allocation, adding additional diversification, yield and potential performance benefits

Ponte Vedra Beach

-Develop accumulation and income strategies -Customized Qualified Retirement Benefit Plans. 401(k), Deferred Compensation, Profit Sharing, Cash Balance Defined Benefit*Securities and Investment Advisory Services offered through NFP Securities, Inc., Member FINRA/SIPC. NFP Securities, Inc. is not affiliated with Montoya Financial Strategies.

Ponte Vedra Beach, Fl

-Direct consulting to Owner, CEO, Controller and HR Executives to analyze and implement an ACA compliant employee benefits package. -Thorough knowledge of HRA, HSA and supplemental benefit design along with an organized renewal timeline and electronic enrollment to establish expectations during all phases of this process. -Responsible for negotiation with major medical carriers at open enrollment to provide clients with information necessary to make prudent business decisions. -Comprehensive 401(k) RFP process to ensure compliance with ERISA 404(c) and 408(b)(2), Fiduciary Review, Investment Analysis, Fee Benchmarking.-Wrap document and ACA reporting

Provide accomplished business owners and executives with comprehensive financial and retriement planning programs to accumulate and preserve wealth for the future.

Ponte Vedra Beach

Benefits, Deferred Compensation, Qualified Retirement Plans, Cost management strategies