Strategic Planning

With the continuously evolving healthcare marketplace, having a strategic plan is more important than ever. At the same time, businesses must adapt to the changes that are being implemented on a yearly basis.

There is no substitute for experience. Our staff has an average of over 25 years in the insurance and employee benefits arena. Our expertise is partnered with a passion for helping clients achieve their goals. We are committed to designing a comprehensive benefit plan that leads to improved employee wellness and satisfaction.

We provide the following strategic planning services:

  • ACA Compliant Plan Design
  • ACA Compliance Consulting
  • Annual Reviews
  • Benchmarking
  • Comprehensive Benefit Program Design
  • Contribution Strategy
  • Cost/Needs Analysis
  • Enrollment Solutions
  • Funding Strategies
  • IRS Reporting Guidance
  • Technology Support