180 Canal St, Suite 601, Boston, MA 02114
Mon-Fri | 09:00 AM – 5:00 PM EST
Explore Our Comprehensive Services
Aligning Business Strategy with
Workforce Success
Employee Benefits + Communications | Compliance | HR | Financial
Suite of Services
- Employee Benefits
- Retirement Plan Services
- Fiduciary and Compliance Support
- Human Resources Support
- Member Engagement & Communication
- Employee Health and Financial Wellbeing
- Executive Benefits
- Client Advocacy Center
- Health and Financial Literacy Programs
Our Service & support model
Employee Benefits + Communications
Our service support is bolstered by a dedicated team comprised of a Benefits Consultant, Account Manager, and Technology Consultant. Together, they address and resolve eligibility, billing, and claim issues promptly and efficiently, whether at the HR level or for escalated member service needs.
Additionally, we offer expert guidance in developing employee communication strategies and provide support for their execution, whether through in-person sessions, printed materials, or online platforms. Our goal is to ensure seamless engagement with employees, enhancing their understanding and participation in benefit programs.
Tailored Solutions
Custom Plan Design & Funding
We specialize in crafting and implementing customized 3 to 5-year strategic plans tailored to your unique business objectives. Our comprehensive benefits planning and consulting services cover both short and long-term needs, ensuring alignment with your overarching goals.
Expect proactive negotiation during renewals and thorough vendor marketing, encompassing various options such as fully-insured, self-insured, alternative funding, captives, carve-out, and RX audit solutions. We handle every aspect of the annual RFP process, from preparation and analysis to plan design recommendations and carrier change coordination across all lines of coverage.
To keep you informed and empowered, we provide custom reports on claims, utilization, trends, and financial insights on a quarterly basis. Additionally, our services include custom plan benchmarking and premium contribution benchmarking, ensuring your benefits strategy remains competitive and effective.
COMPREHENSIVE SUPPORT
Compliance
We offer comprehensive compliance support, ensuring your organization stays abreast of evolving state and federal regulations like HIPAA and PPACA. Our services include the preparation and assistance with ERISA SPD Wrap Plan Document, as well as Section 125 document review and fulfillment.
For ACA compliance, we provide customized planning and calendar development, accompanied by an ACA impact and strategy Guide. Clients gain access to our monthly compliance webinar series and receive regular email compliance blasts to stay informed on crucial updates.
We assist with 5500 preparation and filing, streamlining the process for your convenience. Additionally, our COBRA Administration Support ensures compliance with all COBRA requirements, providing peace of mind for both you and your employees.