Our Benefit Review considers employee engagement and appreciation, management goals and plan operation

Recommendations are designed to balance employee needs with employer resources

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Service provider selection and management

Ongoing review of programs and experience

Manage the RFP process on behalf of your company

Evaluation for purchase

Transition and ongoing management assistance

Disposition analysis and implementation

Coordinating internal and external resources

Managing employee benefits due diligence

Providing expert resources during negotiation of purchase and sale agreements

Planning and implementing transition and integration

Product and service innovation addressing changing needs of the employer community

Meeting the service expectations of sophisticated global employers

Training programs and workshops for sales, marketing and product development teams to enhance their delivery of products to the employer community

Better utilizing communication resources from benefit plan service providers

Communicating employee benefits to create a key driver for talent attraction and retention

Processes reviewed for satisfying benefit plan fiduciary requirements

Compliance and governance training for your plan committees, administrators and management and directors

For U.S. based companies, helping you understand and manage global and local benefit programs outside the U.S.

For non U.S. based companies, helping you design and administer employee benefit plans that support attracting and retaining employees in your U.S. operations

Local, regional and national groups and associations

Human Resources and Employee Benefit conferences

Executive briefings for senior management and directors

Benefit plan service provider conferences and trade shows

For your company's benefit and HR leaders

For your senior management and directors on current benefit plan strategic issues

Managing and coordinating contacts with employers and service providers for employer sponsored benefit plans

Train financial planner staffs on working with employer sponsored plans

On-site presentations in a variety of geographic locations

Teleconferences and webcasts