We strive to offer employers a variety of affordable options to assist them in deciding on an appropriate employee benefits plan, including: Strategic Planning, Administration Services, Supplemental Executive Retirement Plans, Compliance & In/Outsourcing, Survey, Research & Benchmarking, Vendor Assistance, Voluntary Benefits and Technology Solutions.

Strategic Planning

• Budget forecasts
• Redesign cost/benefit analysis
  • Medical
  • Dental
  • Life
  • Disability
  • Retirement
  • Cafeteria plan design
  • Voluntary benefits
• Communication needs
  • On-line benefit information
  • Employee benefit statements and summaries
  • Newsletters
  • Brochures
  • Enrollment forms
  • Employee workbooks w/ individualized employee worksheets
  • Benefit enrollment (IVR, Inter/Intranet, paper or Employee meetings)
• Post-retirement benefits
• Strategies for employee/retiree cost sharing
• Labor negotiations assistance

Administration Services

• Annual participant statements

• IRS and PBGC reporting
• Cafeteria plans
• Plan implementation
• Contract review
• Consolidated billing/eligibility
• Employee Service/Call Centers
• COBRA
• FSA
• Transit Check
• Benefit Plan Administration-Outsourcing

Other Services/Products

Supplemental Executive Retirement Plans

• Analysis of funding alternatives
• Evaluation of life insurance solutions

Compliance & In/Outsourcing

• Preparation/filing of government forms
• Legislative and compliance assessments and monitoring
• Data warehousing
• Human Resource support
  • COBRA/HIPAA
  • Documentation and communication
• Advocacy Plus +
  • HIPAA Compliance
  • HIPAA Privacy “Firewall” implementation

Survey, Research & Benchmarking

• Proprietary survey

• Plan benchmarking via proprietary, public and contract data
  • Plan design
  • Cost effectiveness
• Comparability reviews

Vendor Assistance

• Searches & Management

Technology Solutions

• Data Integration
• Software package selection
• Needs analysis