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General Agency

Benefitmall is a general agency. Through our partnership, Capacity Benefits and Financial Services gains access to the nation’s most vast portfolio of benefits, products and services. Benefitmall collaborates with more than 125 carriers nationwide and more than 1,000 employees.
Trust Financial Services, LLC is a dedicated brokerage general agency. They pride themselves on being able to provide complete solutions for a client’s Life insurance needs. Trust Financial works hard to make sure that their clients have the combination of a well-rated insurance company with the right product, in addition to careful consideration to underwriting. They offer their advisors and planners specialized case design and impaired risk underwriting support.

Payroll & Human Resources

This strategic partnership is designed to ensure optimal service & support, seamless execution on all strategies and services, a single experience and a comprehensive service team to quickly address any and all of your needs.

Paylocity is an industry leader developing cloud-based payroll and human capital management software solutions for medium-sized organizations. They offer comprehensive and easy-to-use solutions that enable our clients to manage their workforces more effectively.

FSA, HRA, & ERISA Compliance

Gente brings Fortune 500-style benefits to all groups, small or large, through administration of Flexible Spending Accounts, Health Reimbursement Arrangements, COBRA, HR Consulting, ERISA Compliance and much more.

With a team of highly trained Account Representatives, a Benefit Attorney, and a Certified Benefits Specialist, Clarity performs administrative services for more than 1,000 plans representing in excess of 250,000 employees.

ACA Compliance

Navigate HCR takes the difficulty out of navigating through mandatory ACA Compliance. Their philosophy is not one size fits all when addressing compliance. Navigate HCR allows groups to focus on their core business while they address the complexity of ACA compliance.

Professional Employer Organizations (PEO)

Extensis is one of the largest Professional Employer Organizations (PEOs) in the U.S. and the fastest-growing PEO in the Northeast. Extensis is comprised of a team of experts who are committed to simplifying HR for small and medium-sized companies across a wide range of industries. They value personalized effective HR and benefits services by knowledgeable, passionate people.

Through partnerships with major medical insurance carriers, Engage provides a full suite of benefits and benefits administration services to clients, including comprehensive and competitive major medical insurance and a 401(k) program. Engage’s human resource delivery team is unique in the PEO industry, pairing the people skills of HR professionals with the technical and strategic savvy of legal professionals. The Engage HR field delivery team is comprised entirely of attorneys.

Third Party Administrator

UMR is the only TPA that offers the UnitedHealthcare Network. As a UnitedHealthcare company, UMR has access to significant network discounts from the broadest network in the country using powerful technology that allows them to easily comply with state and federal mandates. In the evolving world of health care, UMR is a sophisticated partner that understands the marketplace and provides innovative responses to new regulations, industry trends and customers’ changing needs. UMR is a great solution for all self-funded organizations.

Private Healthcare Exchanges

Maxwell Health simplifies benefits and HR for small-to-mid-sized employers. The platform includes a marketplace that makes buying benefits intuitive for employees, tools that automate benefits and HR, and a mobile app that makes using benefits easy. Get all the advantages of a private exchange with the flexibility of a true marketplace.

Empower Me Benefits

The new Empower Me Benefits Exchange allows you to remain compliant with the Affordable Care Act (ACA), easily manage benefits, and control health care costs with a single solution.

Actuarial Services for Retirement Plans

The process of starting or maintaining a retirement plan can seem daunting with so many possible paths to take and features to consider. On top of that, the rules and regulations that govern these plans can be quite involved as is the required documentation and process to demonstrate compliance. It helps to have the support of a truly expert team that can guide you every step of the way and ease the process to avoid unnecessary costs and complication.

Associated Pension is a New York-based Third Party Administration Company, providing administrative services for 401(k) and other Qualified Retirement Plans since 1995. The Company is employee owned and customer driven, having built strong liaisons and relationships with selected Financial Advisors and Investment Companies enabling them to offer clients a solid and resourceful network that takes care of all aspects of a firm’s retirement plan.

Securities and investment advisory services offered through SagePoint Financial, Inc., member FINRA/SIPC and a registered investment advisor. Capacity Benefits & Financial Services Group, LLC is not affiliated with SagePoint Financial, Inc or registered as a broker dealer or investment advisor.
Capacity Benefits & Financial Services Group, LLC or SagePoint Financial, Inc. are not affiliated with any of the above-named entities.

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 web sites. 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.

Talk with One of Our Specialists

Founded in 1990, Capacity Benefits & Financial Services Group and our experienced professionals are ready to provide you with products, strategies and tools to help optimize your employee benefits, maximize employee engagement, streamline processes and reduce costs; secure the individual insurance products and services needed for a well-planned future. As a member of the Capacity Group, an EPIC Company, we are part of EPIC Insurance Brokers & Consultants – one of the 20 largest retail insurance brokers in the country as of 2017 and a leading employee benefits consulting specialist. Learn more by visiting the EPIC website. For more information about how we can make a difference for you, your business and employees, give us a call at (201) 661-2355.

The information on this site is not intended to be used as the primary basis for investment decisions.

Products and services described may not be eligible for solicitation in your state. This site is for use by individuals residing in states where our products and services may legally be offered.

This site has been published in the United States for residents of the United States. We do reserve the right to require proof of residence from any user accessing this site and requesting information. It is not intended for use by, or to provide any information to investors outside of the United States. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site.

Securities and investment advisory services offered through SagePoint Financial, Inc., member FINRA/SIPC and a registered investment advisor. Capacity Benefits & Financial Services Group, LLC is not affiliated with SagePoint Financial, Inc or registered as a broker dealer or investment advisor.

Representatives may not be registered to provide securities and advisory services in all states.

Guarantees and benefits provided may be subject to the claims-paying ability of the issuing company.