Qualified Benefits

CAPAXA™ Turning expenses into capital assets™

Providing exceptional benefits with exceptional service helps your organization attract, hire, retain, and reward employees. Stearns Financial Group believes that cost efficiency and best-in-class service are the bedrock of group Qualified Benefits. Leverage our expertise in understanding the uniqueness of not-for-profit organizations to design a tailored program for your employees that helps you cost effectively stand out from other employers.

CAPAXA™ E-Suite: Employee benefits with financial optimization

  • Specialist in troubled/underfunded plans, Frozen DB
  • Comprehensive elective and sponsored options
  • Integrated with total compensation
  • Transparent optimized expenses and services
  • Investment Management
  • Legal, Actuarial, and Administration

Incorporated solutions:

  • §401(k) / §403(b) / Profit Share
  • §412(i), §412(e) Secured Pension
  • Cash Balance/Hybrid Pension
  • Defined Benefit Pension
  • Group Health & Welfare
  • Group Whole Life
  • Individual planning

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