Capabilities

Employee benefit strategic planning and program development
Current program assessment to identify risks and opportunities in plan design, cost share,
employee communication, administration, and compliance
Define employee benefit program goals and financial objectives
Competitive market analysis and renewal negotiations
Contribution modeling and benchmarking
Mid-year plan review to revisit established program objectives and begin pre-renewal strategy discussion

Employee education meetings to achieve benefit understanding, optimize plan value for your employees, teach medical and pharmacy cost-saving strategies and promote preventive care benefits
Custom employee communication materials, open enrollment announcements and group presentations, simplified plan benefit and cost comparisons
Employee benefit guides
Employee health insurance advocate to assist employees navigate the healthcare system, resolve medical and pharmacy claims, and increase plan satisfaction
Employee benefit statements to illustrate and quantify the dollar value of your corporate-sponsored benefit plans for each employee
All education, communication and employee advocate services provided in English and Spanish

Online HR and business compliance portal
Plan documentation
Employee handbook
FSA discrimination testing
ERISA compliance requirements
COBRA administration
HIPAA privacy and security guidelines
Annual employer disclosure notices (Medicare Part D, CHIP, Women and Cancer, Etc.)
Welfare plan 5500 forms (signature-ready for over 100 participant plans)
Monthly employee benefit newsletter with relevant news, trends and legislative updates
DOL Audit Assistance

Custom employee benefit website providing employees with 24/7 access to your benefit
program including plan summaries, plan costs, carrier links, online provider directories,
enrollment and claim forms, certificates of coverage, group policy numbers and customer
service contact information
Online enrollment
HR and government compliance portal

(305)757-9801