Retirement Plan Design
Plan Review
Plan Instillation
Enrollment & Education
Split Dollar Life Insurance
Deferred Compensation
Disability Insurance
Long Term Care Insurance
Financial Planning
Education & Utilization Campaigns
Open Enrollment Communications
Assistance with claims menu
Benefit Education
Outsourced assistance for difficult large claims – Medwise
Employee Usage/Needs Assessment
Benefit Design & Pricing Options
Employee Education
Employee Support
Carrier Negotiations
Integration with Enterprise Planning
Cost Driver & Utilization Analysis
Results Tracking
Funding Options
Marketing & Results Analysis
Open Enrollment Support