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About
Retiree Benefit Services, Inc.
Founded in 2000,
Retiree Benefit Services, Inc.
offers a professional and affordable alternative for managing your benefits needs.
Retiree Benefit Services, Inc.
combines the power of experience and a
focused attention to details that yields retiree benefits strategies that work. Our
philosophy is to become part of your company. Working with you, so that you get the
maximum benefits for your benefit dollar. We are interested in developing long term
relationships with our clients.
Principals
Stephen A. Slone
Steve Slone, founder and Principal of the company, has more than 17 years in
developing and managing employee and retiree benefit programs. He is expert in the area of
health care benefit designs. He works with companies with FASB-106 issues and developing
solutions and benefit programs for retirees. Steve, also works with companies interested
in long term care insurance programs for their employees.
Steve received his B.S.degree from Virginia Commonwealth University in 1982. Email: sslone@retireebenefitservices.com |
Carl J. Slone
Carl Slone, joined Steve as a Principal in 1998. Carl has over 20 years of
experience in developing employee and retiree benefit programs. He spent 20 years with
Trigon Blue Cross Blue Shield. When he retired in 1998, he was Senior Vice-President of
Sales. Carl works with large employers of health care benefit design, developing employee
benefit programs and senior employee issues.
Carl received his B.A. degree from University of Richmond in 1960. |
Associates
Greg Bales
Greg Bales, associate with
Retiree Benefit Services, Inc.
with over 14 years of experience in the financial
planning services field. Greg, specializes in the area of financial planning services,
estate planning, qualified and non-qualified benefit programs. Greg has implemented many
executive compensation programs, including group carve-out, life & disability buy-out
sell agreements, and deferred compensation plans. He is experience in the design,
implementation and servicing of 401k and profit sharing plans.
Greg has been associated with Mass Mutual over the past 14 years. Greg is a
registered representative with Mass Mutual Life Investors Services.
Greg graduated from the University of Virginia in 1985.
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David S. Slone, CPA
Scott Slone, joined the firm in 1998 as an associate, specializing in tax work.
Scott brings 12 years of experience working as a tax accountant to small businesses. He
also works with business owners in lowering both their income taxes and estate taxes. He
and Greg bring a unique combination together in evaluating the net worth of the business
and net worth of the business owner. Scott brings personal service and expertise in taxes
and estate planning to our firm and he is committed to helping our clients with their tax
issues. |
Send an email with questions or comments about this web site.
Copyright © 2006 Retiree Benefit Services, Inc.
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