Our Solutions

You are invited to move with us from good to great by taking advantage of our assortment of turnkey business solutions. These solutions are designed to maximize your bottom line through reduced operating expenses, full control over your costs and an increase in employee retention.

Health and Welfare:

  • Strategic Benefit Consulting and Administration
  • Reporting & Analysis, Compliance, and Consumerisim
  • Online Enrollment, Technology, and Database Management
  • COBRA and FSA
  • Benchmarking and Benefit Audit Services
  • Communication, Fulfillment, Employee Surveys, and Wellness Initiatives
  • Personal Health Advocate (Call Center)

Risk Management:

  • Have an insurance professional on your side of the table
  • Independent and objective advice and solutions
  • We manage over $100 million of insured premium for existing clients
  • Increase quality and quantity of your coverage
  • Reduce your insurance costs while increasing your coverage

Strategic Sourcing:

  • Average client will realize a 22% savings over current costs
  • Minimal time commitment on client's part (3 - 4 hours over 60 days)
  • Compensation based on performance. We only get paid if we save you money
  • Process allows clients to maintain long standing existing vendor relationships
  • Risk free evaluation quickly and effectively identifies opportunity areas within clients expense base

Qualified Plans:

  • Dedicated team of Qualified Retirement Plan Specialists
  • Proactive client service program and contacts
  • Align plan operations with plan sponsor goals and objectives
  • Independent and objective investment platform review
  • Fiduciary responsibility review
  • Local service and educational support
  • Over 350 qualified plan clients

Corporate Education:

  • Comprehensive workplace education
  • Personal retirement planning and advice
  • Specially trained retirement transition specialists
  • Personalized content delivered face-to-face

These services are designed to remain flexible to meet the various financial and business needs of your changing organization.