The Employee Benefits Process

Upon engagement, we follow a six-step process that is coordinated with the employee benefits consulting services arrangement. We have identified the following steps to be used for requested services:

  1. Identify organizational objectives

  2. Analyze client risk profile

  3. Conduct comprehensive opportunities analysis

  4. Establish appropriate benchmarks and analyze plan performance

  5. Develop and implement strategies to control cost and improve plan performance

  6. Monitor plan performance to ensure desired results

Comfortable with our process?