401(k) Plans

Excellence in Employee Benefits Since 1969

457 Plans

Excellence in Employee Benefits Since 1969

Cobra Administration

Excellence in Employee Benefits Since 1969

HRA Plans

Excellence in Employee Benefits Since 1969

Cafeteria Benefit Plans

Excellence in Employee Benefits Since 1969

403(b) Plans

Excellence in Employee Benefits Since 1969

Defined Benefit Plans

Excellence in Employee Benefits Since 1969

ESOP & KSOP Plans

Excellence in Employee Benefits Since 1969

Cash Balance Plans

Excellence in Employee Benefits Since 1969

Profit Sharing Plans

Excellence in Employee Benefits Since 1969

Welcome to

Leon E. Werntz and Associates, Inc

Leon E. Werntz & Associates, Inc., was founded in the belief that employers wanted personal consulting for their benefit programs. This page is an effort on our part to introduce you to the unique qualities of our firm. We sincerely hope that we may present our services to you personally and introduce you to one of our qualified associates. In this way, Werntz & Associates, Inc. can become meaningful to you.

Our

Background

Our firm is one of a few consulting firms who devotes its time exclusively to the field of employee benefits. The firm has grown substantially since its founding in 1969, and today maintains offices in Louisiana and Oklahoma. The firm provides actuarial, consulting and/or administrative services for over 800 clients. Our staff include consultants, professional administrators, and other highly trained and experienced specialists.

Welcome to

Leon E. Werntz and Associates, Inc

Leon E. Werntz & Associates, Inc., was founded in the belief that employers wanted personal consulting for their benefit programs. This page is an effort on our part to introduce you to the unique qualities of our firm. We sincerely hope that we may present our services to you personally and introduce you to one of our qualified associates. In this way, Werntz & Associates, Inc. can become meaningful to you.

Our

Background

Our firm is one of a few consulting firms who devotes its time exclusively to the field of employee benefits. The firm has grown substantially since its founding in 1969, and today maintains offices in Louisiana and Oklahoma. The firm provides actuarial, consulting and/or administrative services for over 800 clients. Our staff include consultants, professional administrators, and other highly trained and experienced specialists.

Services

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401(k) Plans

In simple terms, the 401(k) Plan allows an employee to choose between receiving his full salary in cash or having a portion of it deferred to a tax sheltered, interest bearing retirement plan.
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403(b) Plans

Section 403(b) plans are also referred to as a tax sheltered annuity or TSA. They are a special type of retirement plans for certain tax-exempt organizations and public education organizations.
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457 Plans

Section 457 plans are primarily for governmental employers, and some not for profit employers.
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Cafeteria Plans

Section 125 Cafeteria plans are one of the fastest growing employee benefits currently available.
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Cobra Administration

COBRA was enacted in 1985 to provide access to affordable health insurance when an employee loses a job, is laid off, retires, or when a person receiving health coverage under a spouse’s plan divorces or is widowed.
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Defined Benefit Plans

The Defined Benefit plans is one of the oldest and yet newest type of retirement plans. These plans can be used to maximize deductions when used in combination with a Defined Contribution Plan.
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ESOP & KSOP Plans

An ESOP/KSOP is a special type of retirement plan that allows an employer to contribute employer securities and deduct the value of the securities.
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HRA Plans

Health Reimbursement Arrangements allow employers to allocate health care dollars for employees to pay for eligible medical, dental or vision expenses.
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Cash Balance Plans

A cash balance plan is a hybrid—a DB plan that in some ways resembles a defined contribution plan.
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Profit Sharing

Profit sharing plans are one of the simplest and yet one of the most flexible of all the defined contribution plans.

Our

Principles

As independent consultants, we maintain standards of conduct and performance in the same manner as the professions of law and accounting. The fundamental philosophy of our firm is to serve our clients exclusively and to be compensated on a fee basis to assure the objectivity of our advice. In the staffing of our organization, we continue to be successful in the recruiting of experienced, creative, and highly motivated individuals whom we feel are prerequisite to a professional and successful operation.