About Us

Our Mission

i2i benefits was built with a laser focus on one simple idea - ridiculous service.

With extensive experience consulting with employers on their Employee Benefits and Retirement Plans, Nate and Dan imagined building a firm with the ability to provide each client with their own unique experience. An employer’s employee benefits package is typically the second largest business expense and a sales rep, consultant, or website may not be the answer the employer needs to reach their goals of offering a competitive and cost effective benefits package. Then on top of that, provide the employer with the efficiency of technology and ensure full compliance with all federal, state, and local regulations correctly. 

Employers need a business partner who takes the time to understand their business, employee culture, and strategy. As a business partner, i2i benefits integrates technology and personal service to provide custom consulting, plan documents, and employee communication for a seamless client experience.

The best way to understand i2i benefits is to speak with our clients and we value the fact that each of our clients is available as a reference.

The i2i Point of View to Employer and Employee Questions

What should we do about that, call i2i?
That’s what we want to hear from our clients. At i2i, we encourage our clients to ask us anything and if we don’t know the answer, we’ll find it. As a business partner, we see our role as an extension of your team so it is our job to assist our clients in anything they need. Beyond Employee Benefits and Retirement Plan consulting, this can be reviewing new technology, HR compliance topics, industry trends, and many other topics.


I don’t get it, how does my plan work and do I need to pay this claim?
Don’t call the insurance company, send it to i2i. Your employees are a valuable component of our partnership and our job is to work as their advocate to fix claims and explain their benefits so they can get back to work. Dealing with insurance companies is one of the leading stressors in life so give it to i2i, we are here to take care of your employees and provide them with ridiculously good service.

Our Founders
Dan Maass
Partner (Co-founder)
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Dan's vision is to bridge his experience within employee benefits consulting, compliance administration, and financial consulting to create a unique experience for employers. With a range of experience working with large national employers to the fast-paced start-up, Dan's market experience proves to be an invaluable resource to employers. As he strives to break the mold in what you expect from a broker, Dan partners with his clients to provide executive-level plan design recommendations and financial analysis, day-to-day support to the HR team, and one-on-one guidance to employees.

After receiving his BS at the University of California, Los Angeles, Dan worked as a Senior Associate at medical billing consulting firm and as an Account Executive at an employee benefits brokerage group. He is currently licensed as a California Life and Accident and Health agent.

Speaking topics: Health Plan Cost Saving Strategies, ERISA Compliance, HIPAA Compliance, Benefits Benchmarking Overview, SF Healthcare Ordinance, COBRA Compliance, and FSA Compliance.

Nate Wall
Partner (Co-founder)
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Nate's ultimate goal when working with plan sponsors and participants is to break down industry barriers to provide honest information about the products and services being offered. His experience at large and mid-sized brokerage firms has given Nate a unique insight into a vast array of products and plan designs that few advisors have in the retirement plan industry. By utilizing his knowledge and experience he has gained over the past 17 years in the industry, he is able to provide a level of specialized service appreciated by plan sponsors, participants, and vendors.

After receiving his BS in Economics at San Jose State University, Nate has worked exclusively in the retirement industry with a particular focus on 401(k) and 403(b) plans. He is currently licensed as a California Life agent and holds the following FINRA licenses: Series 7, 6, 65, and 63.

Speaking topics: Prudent Fiduciary Practices, Effective Retirement Plan Design Strategies, Employee Education Programs That Work, Increasing Plan Participation and Deferrals, Understanding The True Costs In Retirement Plans, and Establishing Processes That Protect Fiduciaries.

See what we can do for your business
Contact

702 Marshall Street, Suite 417 Redwood City, CA 94063 Tel: (650) 363-7237 Fax: (650) 561-8406

Disclamer

Nate Wall is a registered representative with and securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Global Retirement Partners, LLC (GRP) a registered investment advisor. GRP, LPL Financial, and i2i Benefits are separate non-affiliated entities. CA Ins. Lic. 0H75635