You're ready for competitive benefit packages balanced by manageable costs, easy administration and best-in-class support.
You'll get customizable plans, proprietary plan administration software — and exceptional service. Our decades of experience achieving cost-effective, competitive benefits will take you from plan design consulting, evaluation, analytics and modeling through product placement, education and implementation. Your strategic solution is delivered through one-on-one support and a three-step process.
First, Consultation and Advice
- Plan design consulting: Your open-architecture design plan lets you evaluate contribution sources, distribution options, funding considerations and investment choices.
- Documentation: You'll get compliant documentation based on the specific benefit plan design you choose.
- Implementation and enrollment: Your design includes a detailed timeline, coordinated data exchanges, administration guidelines and enrollment materials customized for your company.
Next, Guidance and Support
- Case design and modeling: You’ll have benefit plan design analytics, including “What if?” modeling, detailed cash flow, and profit and loss forecasts. Your financial analytics will include testing for premium sustainability, investment drag and carrier/product analysis.
- Investment option analysis: You’ll get an analysis of your financial hedge offsetting your plan liabilities as well as a draft of your investment policy statement. We’ll also conduct due diligence reviews and provide guidance on fund and asset allocation models.
- Product placement: Your product selection assistance will include an educational component customized for your company’s needs.
- Conversion: Your transition plan will be executed by a talented team of experienced professionals.
Then, Personalized, High-Touch Service
- Record keeping and administration: We can provide plan contribution processing and plan reporting to participants and sponsors. You'll also get asset support and corporate-owned/bank-owned life insurance services. Premium processing and cash value reporting are included as well.
- Web access: You'll have access to dedicated participant and sponsor sites, including international plans, if applicable.