 |
 |
|
 |
Services
- Wealth Transfer
- Investment Management
- Employee Benefits
- Services
- Technology Tools
- Alliances
- Provider Links
- Executive Benefits
 |
|
|
|
Services
We offer a wide range of employee benefit advising and management services, including:
| Financial |
- Regular review sessions
- Proactive renewal negotiations
- Claims monitoring & analysis
- Claims utilization analysis
- Funding arrangement evaluation
|
| Support |
- Plan design analysis
- Monthly service calls
- Periodic newsletters
- Web-based HR/benefit resources & tools
- Employee benefit and HR seminars
|
|
- HR helpline
- Legislative (State/Federal) compliance support
- Claims appeal assistance
- Collective bargaining support
|
| Other |
- Claims analysis
- Employee Benefit Center (EBC)
- Electronic eligibility and enrollment
|
|
- Coordination for Section 125 plans and COBRA Administration
- Employee benefit statements
|
|
|
| |
