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