Our Focus

Employee Benefits

Great employee benefits are one of the keys to attracting and retaining the best employees. Through planning and consulting, we help you design, administer and manage a cost-effective benefits program...Find out more »

Compliance

In this legislative environment, maintaining health and welfare plan compliance can be challenging for any business. Our Compliance team can help you develop and deploy effective strategies to...Find out more »

Strategic Planning

The key to a successful and sustainable employer-sponsored health and retirement plan is proactivity, and that an employer’s value perception is maximized when employees receive...Find out more »

HR Technology & Communication

Consistent communication via various methods is critical to creating employee understanding and appreciation of their benefits. Our team...Find out more »

Upcoming Events

Be Ready for Risks

Tuesday, November 19 @ 11:30 am - 12:30 pm EST
Emergencies such as serious weather events, fires, or workplace violence can happen at any time. Is your business prepared to address these risks? Join our experts as they explain how to craft your emergency plan, so you can manage attendance, pay, facility, transportation, and other potential disruptions emergencies can cause when they arise.
... Find out more »
Register

HR for 2020

Wednesday, November 20 @ 12:00 pm - 1:00 pm EST
Join Bobbi Kloss for a special webinar on HR for 2020. Bobbi’s webinar provides insight in developing a culture to attract and retain employees, regulatory updates including the EEOC and the DOL, and HR best practices. Educate yourself on how to maintain your employer of choice status, top trends in Human Capital Management (HCM), and what you should be focusing on for your workforce needs in the upcoming year.
... Find out more »
Register

End of Year Compliance Update

Wednesday, December 11 @ 12:00 pm - 1:00 pm EST
During our final webinar of our 2019 Educational Webinar Series, Stacy H. Barrow, Esq. provides and overview of all things compliance in 2019, along with a look at what to expect in 2020. Attendees will receive an update on legal and regulatory changes under the ACA in 2019, a review of other agency guidance in 2019 applicable to health and welfare plans, an update on recent court cases affecting health and welfare plans, and what to expect in 2020.
... Find out more »
Register
Recording and Resource Archive

HR Technology Trends

Wednesday, November 13 @ 12:00 pm - 1:00 pm EST
During this webinar Josh Hoover helps attendees become more familiar with the different trends in HR Technology and how to best utilize their current systems, along with potentially evaluate new systems.
... Find out more »

Q3 2019 Market Review

Wednesday, October 30 @ 12:00 pm - 1:00 pm EDT
Each Quarter, Robert Janson, Senior Vice President, Wealth Management, will provide an in-depth analysis of the key drivers of economic activity in the United States. He will look at the results/trends in the markets and economy with a focus on interest rates as well as the stock and bond markets. After registering, a link will be provided for you to watch the live webinar on your computer or listen by telephone.
... Find out more »

Plan Performance Reporting

Tuesday, October 22 @ 8:26 pm EDT
Newer analytic techniques (based on “big data” analysis in other industries) are being implemented in the health and medical benefits spaces. These techniques have the potential to transform cost control and risk mitigation in employer-sponsored health plans.
... Find out more »
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