Services you need, working better for you
How well are your professional service providers performing? The fact is most organizations don’t really know. And don’t have the time, understanding, or resources to find out. The problem is, business is unpredictable and these core services shouldn’t be the thing that holds your company back.
A reimagined model for your operational services
We know the benefits and finance world inside and out, and we know how these business services connect to each other to form a more perfect union. From payroll review and integration, to managing your retirement plan, to orchestrating multiple services that bring your organization new found freedom.
We work with businesses in three distinct ways.
As an orchestrator to evaluate, align and fuel multiple professional services
As the director of your benefits and financial services
As your resolution
partner for
discrete projects
Regardless of the engagement, we apply keen peripheral vision and progressive solutions with a view to ensuring you are future ready. That’s the Zuna difference.
Comprehensive 401(k)
consulting services
Operations and compliance. We’ll find the problems before they find you.
Investment selection and monitoring. We’ll create a custom plan and process that is far easier to manage with less liability on you and your team.
Employee engagement and financial wellness. Employees are your greatest asset. We create educational and support programs that match the needs to your specific work force.
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Operations and compliance
Plan operations:
- Plan document and operations review and support
- Coordination of service providers and systems (recordkeeping, plan administration, payroll, audit, HRIS)
- Tracking and coordination of day-to-day operational activities
- Review and coordination of required notices
- Service provider monitoring and benchmarking
- Client document storage
Fiduciary governance:
- Plan governance documents (committee charter, investment policy statement)
- Periodic fiduciary review meetings (on your schedule)
- Agenda and minutes for committee meetings
- Ongoing fiduciary training for plan committee
- ERISA attorney for compliance related questions
- Unlimited call support for benefits team
- Audit support (if needed)
Investment selection and monitoring
- Select and monitor fund line up and default investments
- Score and periodically report on fund line up
- Provide additional screens for ESG (Environmental, Social, Governance) considerations
- Serve as ERISA 3(38) manager to fund line up
- Model portfolio construction, management, and rebalancing
- Provide QDIA (Qualified Default Investment Alternative) Selection Process based on Department of Labor best practices
- Provide due diligence kit for monitoring 3(38) relationship
Employee engagement and financial wellness
- On-demand one-on-one support via Zoom or telephone
- Customized, topical webinars that can be attended live or recorded for on-demand viewing
- Personalized retirement projections for employees nearing retirement
- Affordable comprehensive financial planning services available on request • Financial wellness program selection and implementation options • Option for student loan repayment programs • Health Savings Account (HSA) advice
Access to the easy button for high quality 401(k) plans
We offer the first progressive retirement plan that brings together a robust user-friendly digital platform, accessible on any device and access to comprehensive human-based financial wellness coaching and education. Learn more.
A completely reimagined 401(k) plan for the new era. Delivered digitally. Supported by humans. And customized to fit your organization.
Executive compensation
Retaining top talent is key. We help business owners and their management teams with strategies that reduce taxes and grow savings above and beyond your base retirement plan.
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Strategy for retaining top talent
- Executive compensation evaluation
- Non-qualified deferred compensation
- Cash balance plans
- Capital split dollar strategies
Financial strategy
Payroll evaluation and integration. When we meet with new clients, often payroll issues are at the top of their list of problem areas. We bring transparency to what you’re paying for, uncover hidden costs and find solutions to even the messiest payroll situations.
Tax strategy. A strategic tax plan mitigates tax burden and eliminates surprises. We work to strengthen your financial position in your personal and business life.
Outsourced CFO, Controller and CPA services. A strategic financial team anytime you need it. Zuna’s expertise spans all stages of the business life cycle and all areas of financial decision making. Our team has deep real world expertise to guide, take action and provide a welcome injection of confidence to help you achieve your short- and long-term business goals.
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Payroll evaluation and integration
- Review of and recommendations for payroll provider
- Guidance on Internal process improvements
- Integration with 401(k) plan record keeping system
Tax strategy
Zuna orchestrates turnkey tax planning and preparation solutions for all your individual, family and business needs.
- Business tax returns (Form 1120, 1120S, 1065)
- Personal tax returns (Form 1040)
- Gift and estate tax return (706, 1041)
- Choice of entity analysis
- Quarterly tax planning
- 1099/W-2 Forms
Wealth Management (RIA) Tax services / Tax Planning
- Assist RIAs for proposal meetings
- Semiannual tax planning calls
- Identify and implement client-specific tax strategies
- Portfolio reviews for optimum tax efficiencies
- Tax loss harvesting
- Roth conversions
- Charitable donation strategies
Outsourced CFO, Controller and CPA services
As an extension of your management team, we are here when you need us – whether it’s a meeting with investors, your board, or your bank. Our outside perspective, performance measures and revenue strategies will help you see the big picture and identify warning signs before they become real problems.
- Financing expertise
- Mergers & acquisition advisory services
- Pro forma projections
- Cash management
- Tax strategy, planning, and filing
- Executive compensation analysis
- Succession planning
- Oversight of accounting / finance function
- Audit preparation
- Budgeting and variance analysis
- Monthly financial reporting
- Revenue recognition and deferred revenue tracking
- Key performance metrics (KPIs)
- Trend analysis
- Proforma financial projections
“Companies that don’t lean into this emergent shift run the risk of being leapfrogged by those that do understand why a swift, nimble, and versatile operating model is best and necessary for uncertain times like these.”
- McKinsey, December 2020
Full orchestration
Optimize your operations. We help businesses become agile and future ready by building transparency and accountability between all the moving parts of back-end operations. With a view to your overall operational health we don’t just solve problems; we help you avoid them. Zuna elevates operations to meet your strategic business goals and aligns partners with where you want to go tomorrow.
Full diagnostic on current providers and company needs
Vet, negotiate and organize third party service providers
Improved effectiveness and time back
Progressive benchmarking
Single source of contact
Ready to evolve with your growth goals and vision
