Health & Welfare Plan Consulting and Services

Plan Design and Implementation

Selecting, customizing and implementing a plan can be a complex process. Our professional staff will guide you through each step of the process including:

  • Review the employer's controlled group and/or affiliated service group situation to determine who should be covered.
  • Design a plan tailored to meet the needs of the owners, employees and the business itself.
  • If we are taking over a plan already in existence, we will review the existing plan provisions and recommend changes to fully meet the employer's goals and objectives.
  • Prepare customized enrollment and administrative materials.
  • Conduct employee meetings to effectively communicate the provisions of the plan.

Benefit Partners Members

As a member of BenefitsPartners, a division of NFP, we are one of 250+ firms across the country that have access to Auto HR and HR360.  These services provide us and our clients with on call certified HR experts to provide advice and a web based library to help streamline your HR functions.  We have access to numerous resources that provide companies, employees, and individuals with the best benefit options. 

They provide powerful support services in

  • compliance and regulatory issues
  • benefits and HR administration
  • education
  • HR resources
  • well-being and health advocacy programs.