Employee Health & Welfare Benefits


Our teams are staffed with the experience and skills to support the following health & welfare programs and compliance obligations for your company:

family diverse
  • Medical
  • Dental
  • Vision
  • Disability
  • Life Insurance
  • Voluntary Products
  • Pre-tax Plans
  • Flexible Spending Arrangement (FSA)
  • Health Reimbursement Arrangement (HRA)
  • Health Savings Accounts (HSAs)
  • Health Promotion (Wellness)

Auditing your current situation

In an effort to understand and accommodate the individual and unique needs of our clients, we begin our work with a comprehensive review of the goals and objectives of your management team with regard to benefits. Our understanding of your objectives is critical to our ability to render effective advice on building your benefits strategy. We follow this up with a thorough audit of inforce plans and procedures, with an objective to identify gaps within your programs.

Developing a Strategy

Developing a strategy is one of the most commonly overlooked components of a solid benefits management program. In our experience, too often companies find themselves in a reactionary mode due to cost reduction mandates. We regularly develop 3-5 year strategic plans that target measurable improvements in levels of employee understanding and appreciation while clarifying budget guidelines.

Vendor Selection

We help our clients find the appropriate vendor(s) through a comprehensive process of designing and presenting their programs to the market. Our objective is to help you choose a vendor that is qualified to be your business partner through the delivery of tools and competencies aligned to your mission. Our work includes extensive preliminary work to ensure specifications accurately reflect your objectives. Examples of our proprietary analytical templates are available for your review.


We custom design and conduct comprehensive communication programs for plan participants while overseeing the entire administrative function of plan contracting and implementation. All of this support is provided by a dedicated in-house service team assigned to your company.


Ongoing Client Support Service

We provide a variety of complimentary support functions tailored to the specific needs of our clients. A sampling of these functions include:

  • Comprehensive health promotion programs
  • Custom designed benefits web site branded to your company
  • Custom employee benefit value statements
  • Custom designed employee education materials in a variety of medium
  • Comprehensive and state of the art claims analytics to support relevant decision making
  • Customized participant surveys
  • Dedicated claims service specialist accessible to your employees
  • Comprehensive client-specific reporting on all servicing activities collected through our database
  • Comprehensive support for managing compliance obligations (COBRA, HIPAA, FMLA, FSA, Sec 125 "POP", etc.)

Retirement Plans