Benefits Partners is a national corporate benefits organization that brings together leading-edge thinking, preferred carrier relationships, best-of-breed products, advanced benchmarking, analysis tools, and comprehensive decision and implementation support services that keep companies ahead of the curve.

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A Competitive Advantage in the Market

Leveraging the strength of Benefits Partners’ preferred relationships with some of the leading carriers and vendors in the industry offers your company greater benefits programs that help give you a competitive advantage. Each year, Benefits Partners is recognized by our carrier partners as a top distributor of group medical, ancillary and retirement products and services.

Comprehensive Benefits Offerings

We offer innovative benefits solutions in the following areas that meet your current workforce needs and proactively address your needs
for the future.

• Health and Welfare
• Retirement Services
• Executive Benefits
• Property & Casualty
• Human Resources

Proprietary Decision Support Tools and Resources

Benefits Partners provides greater insight, with numerous decision support tools that ensure benefit solutions meet business objectives
and give business leaders the most relevant information to make the appropriate decisions regarding benefits investments.

The tools include:

Customized Benchmark Reports 

Comparative reports matching detailed benefit program information with national normative data sources: Towers Watson,
Hay Group, Kaiser Foundation and United Benefit Advisors.

Employee Benefits Survey 

Designed to measure employee attitudes, perceptions and understanding of your company’s benefits and retirement plan package.

Medical Claims Analytics 

Claims analysis can help manage health care costs by providing an assessment of your employees’ claims.

Product and Service Evaluations 

Access to the universe of product manufacturers allows us to identify some of the best solutions for our clients
through comprehensive due diligence.

Health Care Network Analytics 

Meets the changing demands of the health care selection and plan design process with a comprehensive software solution.

Fiduciary Guidance 

Helps plan sponsors understand their fiduciary responsibility and develop a process to mitigate risk.

Plan Design Illustrations 

Ensures that the retirement plan is meeting the company’s needs and objectives. Helps maximize contributions
for the company’s executives.

Thought Leadership and Knowledge Sharing

We create many opportunities for our members to collaborate with one another. These experiences create the atmosphere needed to
innovate, producing ideas and resources that continue to elevate Benefits Partners and our firms within the industry. 

• Benefits Invitational
• National Conferences
• Regional Workshops
• Sales and Training Conference Calls
• Knowledge Network
• Firm Visits

Compliance and Regulatory Support

Benefits Partners provides you with a platform of professional compliance support including:

• Dedicated compliance team including industry attorneys
• Guidance and a library of resources on health reform, including calculators and modeling tools
• Preferred access to service vendors and resources for COBRA, FSA/HSA/HRA, HIPAA, FMLA, ERISA and others
• Comprehensive tools and resources, including a compliance checklist

Education and Training

• School of Excellence – Annual staff training conference
• Training On Demand - A centralized virtual learning environment that gives you unlimited access to
  training material for all NFP business lines, using interactive self-paced modules
• Online CE Discounts 

Administrative Services

The Business Integration Group provides an internet-based benefits and human resources solution for allowing organizations to administer
benefits and human resource functions on behalf of employees.

Collaborate. Innovate. Elevate.

For more information on becoming a member of Benefits Partners please contact:

Robin Johnston
Vice President, Member Firm Development
Benefits Partners/PartnersFinancial
800-880-0080, Ext. 6340
rjohnston@nfp.com