Benefits Advisory Services

Benefits & Advisory Services

Benefits and Technology that Align with
Your Corporate Culture & Demographics

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Compliance & Governance Support

Guidance & Advice

Strategic planning, ACA, and ERISA Compliance to stay informed and meet requirements as changes occur in the market.
Benefits-related guidance on questions such as controlled group, employment contract terms, claims, eligibility, and more.

Acccess To:

Third-party resource center for addressing your workforce issues.
Strategic partners such as employee benefits law firms and third-party administrators.
Benchmarking data available by industry, product, and plan design.

Group Benefits Agency & Brokerage

Medical, Dental, Vision
Group Term Life and AD&D
Long-term and Short-Term Disability
Voluntary Worksite Benefits
FSA, Dependent Care, QTP, HSA, HRA, ICHRA,
Lifestyle

Planning

Analyze and market for all lines of coverage, including alternative funding strategies
Provide advice and direction on selecting appropriate coverage options to execute your strategy, including subsidy modeling and analysis.
Claims utilization review to examine trends and provide insight into plan performance.
Strategic direction for improving the quality and affordability of benefits.

Deployment

We support taking you from selection to obtaining ID numbers and an approval letter.
Plan Documents & communications reviewed for accuracy.
Supplemental materials are prepared to fill any gaps in traditional carrier marketing.

Account Management

The account management team is available for day-to-day support questions and concerns.
Guidance with new hire enrollments, changes, and terminations.
Claims advocacy and dispute resolution.
For customers meeting minimum requirements, a comprehensive customized benefit guide is available.

Worktech System Consulting

Recruitment & Onboarding Systems
Time, Attendance, & Scheduling Systems
Payroll and Tax Administration

Expense Tracking Systems
Learning Management Systems
Benefit Enrollment & Administration
ACA Measuring, Testing, Reporting

Worktech System Consulting

Planning

Understand your processes and challenges facing your organization relating to your WorkTech.
Map documents to illustrate the requirements of your team using these technologies and suggest procedural improvements.

Deployment

Negotiate with vendors and assist in contract review and execution.
Manage implementation through application preparation and vendor configuration, taking you from selection to go live date. You are always responsible for reviewing and approving your data.

Account Management

Consultative support to review the effectiveness of existing workflows.
Recommendations and suggestions on using existing and new functionality or additional modules to improve inefficiencies.
Merger & Acquisition support for the transition of staff and records between entities.

Participant Support: Education & Communication

Enrollment Support

Enrollment materials often do not provide all the answers to a participant’s questions. Through our support team, we offer one-on-one participant support for those seeking help in selecting their benefits, or we can assist HR Managers in periods of high volume.
Our team will help participants navigate the steps to complete their enrollment and direct them to appropriate resources to resolve vendor technology issues.

Ongoing Support & Guidance

When participants have large claims, they usually have questions. Our team can assist them by outlining whom to call, what to say, and guiding them on what supporting information they may need.
Often participants sign up for benefits and fail to take advantage of what they offer. Our team can assist in educating and guiding how to maximize the outcomes provided by the plans they have selected.

Benefits & Payroll Vendors We Work With

Learn More About Our Workforce Solutions

A strategic benefits approach creates a holistic benefits platform, ultimately delivering more value to employers
and their employees. Integrating health and retirement benefits helps employees better understand their
benefits and provides employers with the support to offer competitive compensation packages.

Our Approach

Retirement Plan Services

Benefits & Advisory Services