Choose the team who best understands your business and industry.

With each new client relationship, we document our understanding of the client's business and benefits, as well as benchmark their specifics to industry and market levels. This process includes:

• Defining benefit and compensation philosophy, plan sponsor goals and objectives, as well as plan funding objectives.
• Understanding the company culture, the client industry and their competitors.

Evaluate

• Functionality of existing plans
• Policies, contracts and service agreements
• Compliance
  • ERISA and other Federal requirements
  • State requirements
• Vendor relationships
• Plan design benchmarks, analysis and impact
• Access of healthcare networks
• Internal and vendor administration workflows

Financially Analyze

• Baseline profile and benchmark of industry
• Funding strategy evaluation
• Total and net cost development (subsidy level determination)
• Independent underwriting review
• Risk retention and risk transfer