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e3 was founded by entrepreneurs for entrepreneurs to protect their greatest investment – their enterprise.

e3 serves its clients as a peer and partner, colleague and ally. We analyze your needs, tailor solutions to your situation and serve as an extension of your management team. With unsurpassed knowledge of our industry and yours, we provide insight, planning, products and tools that enable our clients to challenge the status quo, create opportunity and settle for nothing less than the best.




Strategic resource allocation keeps your focus on core competencies Secure ownership ensures the
continued success of the company
Comprehensive benefits help recruit and retain your human capital

e3 Events


Fiduciary Responsibilities Under ERISA (2 P.M. ET/ 11 A.M. PT)

The Employee Retirement Income Security Act (ERISA) lays out the definition and responsibilities of fiduciaries. Individuals who oversee employee benefit plans need to understan... Register Online

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Industry News


Compliance Alert: MLR Rebate ERISA

MLR Rebate Considerations - Private Plans

As was the case last year, insurers with medical loss ratios (MLRs) that were below the prescribed levels on their blocks of bus... Read more...


Governor Brown Signs “Grandmothering” Bill Into Law

As you may have heard, Senate Bill 1446 was just signed into law in California by Governor Brown. SB 1446 moved rapidly and unopposed through both Houses in the California Legisl... Read more...


Compliance Recap - April 2014

The IRS has released the 2015 minimums and maximums that apply to health savings accounts (HSAs) and related high-deductible health plans (HDHPs). These increases occur annually ... Read more...

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Strategic resource allocation keeps your focus on core competencies

e3 Differentiator Online HR Benefit Branding Benefits Administration Outsourcing Client Service Protocol


Secure ownership ensures the continued success of the company

The Executive Choice Plan Business Succession Strategies Executive Investment Management


Comprehensive benefits help recruit and retain your human capital

Client Advocate Services Personal Retirement Assistance Enrollment and Education

This communication is strictly intended for individuals residing in the states of CA, MA, NY, PA.


A Broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.