BENEFITS CONSULTING

Benefits Process Analysis & Strategy

We will review your benefits processes with you to identify streamlining or automation opportunities to improve efficiency and quality. In addition, we will review your benefits plan design and work with your broker to maximize your strategic objectives from a company and employee perspective. We can focus on the comprehensive benefits process or only on specific processes.
We will be a resource to our clients regarding new and/or difficult situations
Specific processes with expertise pertain to the following:
- Medical
- Dental
- Vision
- Life
- Disability
- Voluntary Benefits
- Patient Protection Affordable Care Act reporting (Form 1095-C)
- Marketplace Notices

We will review your retirement processes with you to identify streamlining or automation opportunities to improve efficiency and quality. We can focus on your various retirement processes or only on specific processes.
Specific processes with expertise pertain to the following:
- Defined Contribution Plans
- Defined Benefit Plans
- Executive Deferred Compensation Plans

We will perform a review of your benefits processes to determine your level of compliance to existing regulations on a federal and state level. We can focus on the comprehensive benefits process or only on specific processes.
Specific processes with expertise pertain to the following:
- Safe harbors for medical plan offerings
- Patient Protection Affordable Care Act reporting (Form 1095-C)
- Marketplace Notices

We will discuss with you the appropriate approach to enlist the services of a new vendor or to renegotiate your current contract with an existing vendor. We can focus on one or more of the following services with you:
- Benefits processing
- Retirement processing
- Defined Benefit Plan termination