Our Firm | Benefits Consulting | Wealth Planning | Resources
CONSULTING SERVICES | GROUP BENEFITS | GROUP RETIREMENT | EMPLOYER RESOURCES

We work with clients to establish benefit program objectives, review current arrangements and provide relevant and cost-effective options for consideration including alternative funding arrangements.

Once the plan design has been developed, we focus on implementation, ongoing coordination and annual reviews to ensure the success of your plan.

  • Renewal Analysis including an evaluation of Plan Design, Demographics and Claims History resulting in final recommendations after negotiations with the current provider.
  • Market Studies performed as required and take into consideration the key elements of Plan Design, Administration, Funding and Underwriting with a final report and recommendations.

  • Communication Development and delivery for both Employees and Employer. This could take the form of seminars and/or print and electronic communications.

  • Administrative Reviews to find methods to streamline the process of managing the administrative and claims functions.
 
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