How We Help Organizations

We partner with high quality organizations and help them manage a dual bottom line. This means ensuring that employee benefit and group retirement programs are meeting the health and financial needs of your employees while balancing with the budget requirements of your organization.

Here’s how we do it:

employee benefits consulting

group retirement and investment consulting

Most of our relationships span more than 15 years and some as long as 35 years. We think this says a lot about the work we do but more importantly, it says a lot about the organizations we serve.

Employee Benefits Consulting

  • Funding Model

    Awareness of various funding models (Insured, Refund, ASO, Hybrid)

  • Drug Plan Management

    Drug claims are a main cost driver, is you program positioned to withstand high cost drug claims?

  • Third Party Administration

    Ability to use multiple insurance carriers under one administrative platform

  • Program Design & Tax Efficiency

    Review contract details to identify potential changes to reduce cost. Ensure Income Tax Act is being utilized to full potential

  • Wellness

    Design and monitoring of proactive programs to keep employees healthy and engaged

  • Preferred Provided Networks

    Can offer significant cost reduction without changing providers

  • Reporting & Communication

    Is current reporting deep enough to allow you to make sound decisions? How are you measuring ROI and communicating with employees?

  • Employer's Fiduciary Responsibility

    Review of administrative policies and procedures to ensure employer is meeting their fiduciary responsibility to plan members

Group Retirement & Investment Consulting

  • Communication & Education

    Critical to have a qualified team and not simply rely on the record-keeper. Review & evaluation of existing strategies

  • Peer Evaluation & Benchmarking

    Review of plan design as it relates to industry specific trends. Also include a competitive fee benchmarking

  • Governance

    Ensure CAP/CAPSA guidelines & required legislative requirements are met. Review of plan documents to ensure good working order

  • Performance

    Review of fund & manager performance compared to benchmark. Review & monitoring of service providers & administrators