The scope of services that our firm provides, include but are not limited to, the following:
- Independent 2nd opinion review and advisory services
- Review and analysis of insurance company contracts and proposals
- Prepare RFI / RFP / RFQ specifications and do analysis for vendor selection
- Manage annual insurance / renewal process
- Manage the outsourcing of employee benefits administration including all vendors.
- Financing instrument analysis, including appropriateness of managed care, HMO, HRA, HSA in insured plans, self-funding and self-insurance
- Actuarial and administrative consulting services for retirement as well as health and welfare benefit plans
- Online Enrollment and Administration
- Communication of employee benefit plans including Total Reward cash + benefits compensation statements (paper or electronic)
- Flexible benefit or Sec. 125 cafeteria plans
- Design of deferred compensation arrangements for executives
- Focus group studies
- ERISA / COBRA / HIPAA compliance audits
- Design of employee benefit plans, including flexible benefit or cafeteria plans
- Design of computer systems and processes that meet the human resources and benefits administration needs of an organization
- Design of deferred compensation arrangements for executives / principals
- Expert witness consultation
- Feasibility / “what if …” studies
- Training of a client’s staff to handle employee benefits administration on an “in house” basis
In addition, we have also developed a very unique, limited scope, 2 – 3 day second opinion service for smaller size employers with 20 – 99 employees. We will show you how to be a smarter purchaser of insurance in your employee benefits program, avoid the insurance agent rate renewal dance, and save you money!