Benefit Plan Design, Implementation, & Management
Effective benefit planning begins with understanding your organization’s situation, identifying your goals and objectives, and developing a roadmap for meeting those goals.
Your group benefit advisor plays a key role in helping you ensure the long-term sustainability of your most precious resource: your people. The benefits landscape is always changing, and you can rely on your advisor for up-to-date knowledge and objective data to analyze your plan.
Our Approach
Benefit plans must fit both parties with respect to needs, expectations, and budget. We are able to provide in-depth expertise and insights relevant to industry perspectives.
We are tasked with
Our commitment to you
Monitoring plan performance for sustainability
Effective management of an employee benefits plan requires regular monitoring of its utilization. Our claims experience reporting provides invaluable insight into your employee health trends, concerns, and the overall well-being of your group.
A well-designed disability program coupled with a drug plan that addresses the current cost-escalating drug system is crucial to a benefits program standing the test of time. We are well-versed in the cost containment strategies of all providers, so we help manage your risk while protecting the health of your workforce. A proactive approach is more cost-effective than a reactive one.
Why Group Retirement Plans?
Employee Benefits:
Employer Benefits:
Common Questions About Group Retirement Plans
Is my company too small to offer a plan?
This is the most common obstacle holding business owners back, and it’s simply not true. Whether you have a handful of employees or many – you qualify.
Can I afford it?
There are no direct employer costs associated with implementing a retirement plan. All fees come from the fund’s investment fees.
Do I have to match?
Can you afford employer-matching contributions? Well, you don’t have to. It’s a common misconception that businesses must match employee contributions, but the reality is you are not required to match. Employees will still benefit from lower fees offered through the group platform.
Our Trusted Group Benefit Partners
