What is your strategy for hiring and retaining top talent for your organization? Research from Glassdoor found that “more than half (57%) of people said benefits and perks are among their top considerations before accepting a job, and four in five workers say they would prefer new benefits over a pay raise.”

We are here to collaborate with your organization so that it’s healthy, sustainable, and competitive as it can be starting now, into the future.


Comprehensive Group Benefits

  • Health

  • Prescription Drugs

  • Dental

  • Vision

  • Life/AD&D

  • Health Savings Accounts

  • Flexible Spending Account

  • Long Term Disability

  • Short Term Disability

  • International Benefits

  • Business Travel

  • Voluntary Benefits

  • Special Risk

  • Employee Assistance Programs

  • Long Term Care


Scopes of Services


Group Benefits Expertise

  • Medical, Dental, Vision, Short/Long-Term Disability, Long Term Care, Critical Illness, Accident, Cancer

  • Home/Auto discount programs

  • Discount programs

  • Direct provider contracts

  • Pharmacy Benefit Managers

  • Retirement plans and Executive retention plans


Annual Budgeting, Renewal Management/Negotiation, Actuarial Analysis

Review, negotiate and finalize vendor rates

Prepare and provide consulting for suggested contribution/cost sharing

Risk identification and targeted condition management programs using

Model employee contribution scenarios.

Stop loss/reinsurance feasibility for self-insured plans

Plan change impact analysis, including enrollment and demographic shifts


Strategic Planning and Forecasting

Forecast budget and employee cost sharing

Recommend metrics that can be used to measure the effectiveness of plan changes and cost containment programs

Provide solutions to address health plan spending and to simplify administration

Recommend population health management strategies


Monthly Meetings, Client and Member Service and Support

Regularly meet to discuss cost containment initiatives and review plan performance

  • Interact with carriers on plan changes, amendments, PBM changes, and plan document updates

  • Review all carrier materials: SBC’s; Carrier/TPA benefit grids, SPD’s, installation documents

  • Intervention on billing, claims, eligibility, clarifications of plan terms

  • Oversee implementations/renewal changes with vendors


Communications, Member Support, and Open Enrollment

Explain benefits to employees and provide examples of expenses paid by the plan

Draft/prepare communications, including:

  • Employee Benefits Statements

  • Conduct open enrollment meetings

  • Benefit Guides

  • Open Enrollment presentations

  • Annual required notices


Compliance and Regulatory Affairs

  • 6055/6056 reporting support

  • Compliance review

  • Tips and advisories on new legislation, interim and final regulations, and court decisions

  • Affordable Care Act and DOL compliance

  • Reminders and samples of required notices


Technology Solutions

Suggest systems to automate routine tasks

System capabilities include:

  • Time and Attendance

  • Leave Management

  • Compensation Management

  • ACA Compliance

  • Payroll

  • Benefits administration

  • Performance management

  • On-boarding