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Group Benefit & Retirement Solutions

No two companies are the same, so why would their benefit and retirement plans be?

Our extensive services are built to find common ground between your business goals and the engagement of your employees. No matter how your needs evolve, we work side-by-side with you to deliver the best possible solutions.

Benefit Plan Philosophy

• Understand the corporate benefit plan philosophy and how it aligns with existing Total Rewards programs

• Analyze historical and projected changes to the plans

• Assess compatibility with current offerings and risk tolerance

• Revise benefits plan philosophy to match with where your business is going with the leaders of today

• Recommendations and pricing for changes to the plans

Financial Analysis

• In-depth financial analysis, audits and risk modelling

• Regular reviews of plan performance

• Assess sustainability of employee benefit plan

• Drug utilization reviews

• Claims review

• Health and dental reserve analytics

• Disability and life analysis

Benefits Benchmarking

• Align benefits coverage and level of coverage with comparable industries and geography

• Review emerging trends in benefit coverage, claims administration and employee experience

 

Plan Marketing

• Carrier pricing and services review process

• Engaging carriers to find the best match for the client’s specifications and needs

• Continuous support throughout process, including implementation

 

Plan Member Support

• Investment support email and phone number available for all plan members

• Individual one-on one-GRS support available

• Tailored communication to plan members based on investment and plan changes

Investment Analysis

• Annual investment reporting analysis with insights and recommendations

• Annual economic and market update reviews

• Targeted communications to plan members for funds under review or watch

 

Union Negotiation

• Strong support throughout entire union negotiation process

• Provide informed and proactive support through pre-planning and a historical review of prior union proposals

• Financial advisement for plan sustainability and enhancements

• Educational content for union members on current and future dated plan changes

Annual Plan Review

• Annual reviews of the retirement program focusing on plan demographics, plan changes and innovations available

• Investment reviews

• Review of compliance and legislation updates

• Review of education and communications

 

Merger and Acquisition

• Confidential risk evaluation and management consulting

• Time-sensitive plan design comparison and financial review to determine synergy potential

• Consolidated plan modeling

 

Employee Education

• Tailored Benefits-At-A-Glance and Retirement-At-A-Glance

• Group education sessions

• Traditional print support and mobile friendly content

Client Advocacy

• Advocating with carrier partners to resolve pricing, escalated claiming issues, and enhancing company and employee experiences  

Wellness solutions

• Assess current offerings

• Set goals, objectives and barriers to wellness 

• Assess demographic and industry factors pertaining to wellness

• Recommend tools to support wellness mandate

Looking for something else?

Let us know. We’re always happy to expand our offerings and explore uncharted benefits territories to find something just right for you.