We’ll connect and get to know you, your employees, and your business. We’ll tell you about IronRoad and together, we’ll find the best solution for you. Begin working with IronRoad: start worrying less!
Steve is a Sr. Financial Advisor at MCF Advisors in the Cincinnati / Northern Kentucky office. Steve has over 20 years of experience serving clients through all aspects of financial planning. As a fiduciary, Steve enjoys guiding clients through life’s many financial decisions in a way that aligns with their best interests and beliefs. Prior to MCF Steve was Assistant Vice President at Merrill Lynch and Morgan Stanley in the wealth management division. In 2005 Steve achieved the designation of CERTIFIED FINANCIAL PLANNER™ and in 2008, through the College for Financial Planning, earned the Chartered Retirement Planning CounselorSM certification. Steve graduated from Thomas More University with a degree in Business, emphasizing in Finance. While at Thomas More University he studied globalization abroad in Australia. Steve has been married for 21 years and has three children. He enjoys traveling, outdoor activities and reading. Steve serves on two local non-profit organization boards as well as deacon at his local church.
IronRoad has been partnering with Chuck Briggs and his team for almost 14 years. Chuck’s extensive insurance and consulting background includes underwriting, developing, and managing complex cooperative and association plans and overseeing stop loss contracting. His team’s background in plan design management, cost projecting and client services rounds out the valued relationship. Chuck and his team average close to 30 years each in the insurance space. The team’s goal is long term cost control and predictability of the plan and its members. Chuck’s team at Marquee benefits uses the latest in AI technology and advanced analytics, setting IronRoad is set apart from the competition.
Ironroad and 3(16) Fiduciary Services (“3(16) FSC”) partner together in the operation of Ironroad’s retirement plan program available to its employers. This partnership offers a seamless, integrated approach to retirement plan management. Employers benefit from a reliable and efficient solution for their company’s retirement plan, ensuring their employees can look forward to a secure and prosperous future.
Founded in 2015, 3(16) FSC specializes in the administration of multiple employer retirement plans and is dedicated to helping clients minimize their fiduciary liability, lessen the administrative burden, and achieve an effective and robust retirement program for their employees. The team at 3(16) FSC ensures that clients receive expert guidance and support in navigating the complexities of retirement plan management.
3(16) FSC’s services encompass all aspects of retirement plan administration, including compliance testing, annual reporting, participant disclosures, and more. Their proactive approach to administration helps clients mitigate risks and avoid common pitfalls associated with retirement plan management.
Aaron is the Regional 401(K) Sales Director for Lincoln Financial covering SW Ohio, Kentucky, and West Virginia. Aaron has over 17 years experience serving both plan sponsors and plan participants. Aaron graduated from Virginia Tech in 2002 with a major in Biology and minor in Chemistry. He has a 12 year old daughter that keeps them both super busy with her activities including soccer and basketball. Outside of work and spending time with his daughter, Aaron enjoys golf, has a newfound love of pickleball, and working out.
A holistic solution designed to enhance every aspect of the employee journey. From talent acquisition to HR, payroll, benefits, and talent management, this platform streamlines HCM processes, ensuring a seamless experience for all. On the employee front, isolved People Cloud prioritizes user experience through self-service tools. This empowers individuals to manage their benefits, access pay history, collaborate with peers, manage performance, engage in online learning, and contribute to giving back initiatives.
CorVel is a national provider of managed healthcare and disability management services for the workers’ compensation industry. We partnered with the Ohio Bureau of Workers’ Compensation (BWC) through the Health Partnership Program (HPP) to medically manage Ohio employer’s workers’ compensation claims. Our company’s philosophy of local account management, backed by investments in people and systems, allow us to meet the BWC’s expectation of high quality claims and return to work management services for Ohio employers.
The National Association of Professional Employer Organizations (NAPEO) is The Voice of the PEO IndustryTM. PEOs provide payroll, benefits, regulatory compliance assistance, and other HR services to small and mid-sized companies. NAPEO’s mission is to grow, promote, and support the PEO industry. NAPEO advocates for the interests of PEOs at all levels of government, and provides robust member resources, vital networking and referrals, relevant and timely education, and effective public relations and marketing support.
UMR is the nation’s largest third-party administrator (TPA), serving more than 3,800 benefits plans and their 6 million members. It’s our business to provide flexible, innovative solutions to health care’s biggest challenges.
As a TPA with 70+ years of experience, we help match employers to benefits strategies that work for them, while continuing to reimagine what health care can look like tomorrow. By pairing personalized service with intuitive technology, we’re able to build stronger connections and achieve more meaningful results.
What does this mean for members? It means, making their health care experience simple, seamless, and affordable – so they can focus on living well while we handle everything else.
Our mission
As part of UnitedHealth Group, we represent a highly diversified health and well-being company with a focused mission to help people live healthier lives and to make the health system work better for everyone.
MIS Solutions is a full-service Managed IT provider dedicated to delivering tailored technology solutions that help businesses thrive. From cybersecurity and cloud services to strategic IT planning, we offer comprehensive support to meet your unique needs. We’re not just an IT vendor—we’re your trusted partner in building a secure, efficient, and future-ready IT infrastructure.
Mutual of Omaha has been committed to assisting customers through some of their most important life transitions for over a century. Despite being one of the largest suppliers of ancillary products including disability, life insurance, accident, and critical illness, Mutual of Omaha prides itself on delivering leading customer service. Aligned with our own values of the importance of customer experience, Mutual of Omaha has been the ideal partner in assisting individuals when they’re at some of their most vulnerable moments.
EyeMed Vision Care is a leader in vision benefits. They deliver stand-out vision benefits centered around an outstanding member experience focused on choice, convenience and savings. Their unmatched value helps offset rising healthcare costs and lowers member out-of-pocket costs. EyeMed boasts America’s largest vision network with a diverse network of independent ODs, retail and online providers, including LensCrafters, Pearle Vision and Target Optical. EyeMed is a Top-Tier Partner and is based in Cincinnati, Ohio.
Established in 2014, ZayZoon is a unique solution for employees. Employees working for businesses using a payroll network have an inexpensive, easy, and secure option to access their paycheck sooner.
Ready to see how we can help? We’ll connect and get to know you, your employees, and your business. We’ll tell you about IronRoad and our solutions. Together, we’ll find the best solution for you. Begin working with IronRoad, start worrying less!
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