Trusted Benefit Plans

Since 1983, Planning Services has been providing employee benefit plans for companies of all sizes from as small as a 2 person start-up company to over 6,000 employees offering both fully insured and self insured plans. As a strategic development firm, we design customized, cost-effective solutions.

Planning Services offers the following diversified benefit plans and programs:

• HMO (Health Maintenance Organization)
• PPO (Preferred Provider Organization)
• EPO (Exclusive Provider Organization)
• Point of Service Plans
• DMO (Dental Maintenance Organization)
• Prescription Drug Card Programs
• Mail Order Pharmacy Programs
• Short Term Disability Plans
• Long Term Disability Plans (Group, Carve-out & Split Dollar)
• High Limit Accidental Death & Dismemberment Plans
• Travel Accident Plans
• Dependent Life Insurance
• Occupational Injury Plans
• Wellness Programs
• Executive Medical Reimbursement Plans
• Profit Sharing Plans
• Pension Plans
• 401(k) Plans
• SEP (Simplified Employee Pensions)
• IRA (Individual Retirement Accounts) (Individual & Group)
• Accidental Death & Dismemberment (Carve Out Plans)
• Long Term Care Programs (Individual & Group)
• ESOP (Employee Stock Ownership Plans)
• IRC 403(b) Pensions (Non-profit organizations only)
• IRC 457 Deferred Compensation Plans
• Cafeteria Plans (IRC 125)
  • Premium Only Plans
  • Flexible Spending Accounts
  • Medical Reimbursement
  • Dependent Child Care
• Executive Deferred Compensation
• Split Dollar Plans for Executives
• Financial Planning for Employees
• Estate Planning for Executives
• Voluntary Programs
• Life Insurance
  • Term
  • Permanent
  • Universal Life
• Accidental Death and Dismemberment
• Dental Plans
• Long Term Disability Plans
• Long Term Care
• Cancer Plans
• Hospital Indemnity Plans
• Accident Plans

Contact Us Today

Planning Services
2301 Ohio Drive Suite 285
Plano, TX 75093
888-713-7131