Consulting to employee benefit plans requires a consulting firm with expertise and skill in many areas. The following list presents some of the services we, in conjunction with our partners, are prepared to provide.

• Strategic planning
• Business case development
• Plan design analysis
• Financial modeling and rate development
• Contribution strategy development
• Data analysis, interpretation and information development
• Vendor evaluation, selection and implementation
• Insurance renewals and year-end accounting
• Cafeteria plan development
• Open enrollment planning
• Employee communications
• Resource gap analysis and alignment
• Health promotion
• Funding and cost analysis
• Cost benefit analysis
• Stop-loss evaluation
• Absence management programs
• Data and large claim analysis
• Disease management program evaluation
• Evaluation and development of:
.....– Cafeteria plans
.....– Flexible spending accounts
.....– Managed care plans
.....– Consumer driven health care
.....– Health savings accounts
.....– Health reimbursement accounts
.....– Dental plans
.....– Life insurance
.....– Accidental death & dismemberment
.....– Short-term disability plans
.....– Long-term disability plans
.....– Employee assistance programs
.....– Educational assistance plans
.....– Supplemental benefits
.....– Voluntary benefits Data warehouses and data tools
.....– Health portals
• Vendor performance tracking & management
• Vendor performance meetings
• Administrative outsourcing
.....– Needs analysis
.....– Vendor selection
.....– Implementation
• Plan compliance
• IRC Form 990 filings
• ERISA Form 5500 Filing