Our Process

Getting to Know You

This is the most important part of what we do: listen, understand, and evaluate. We meet with company managers to listen to your needs, understand your concerns, evaluate your existing situation, and revise your current plan or design a new, custom plan tailored to your objectives.

Technical Expertise

Actuaries, tax analysts, attorneys, and systems engineers are all part of your team, working together to create the right program for your company, your employees, and your stakeholders. We will provide you the benefit plan design and mechanics, financial impact, a thorough competitive analysis, and funding and security options.

Putting the Plan in Place

When you’re ready to present your plan to employees, we support you with comprehensive materials and on-site presentations. Our staff is always ready to answer questions from plan participants, and help them understand how the plan works for them.

Benefit Administration

Benefit administration is record keeping, but it is more than that. It is our flexibility and ability to solve problems and anticipate change that makes our benefit administration more than a check-the-box, cookie-cutter solution. We custom tailor our services to your specific needs, from implementation to website support to regulatory disclosures. Whatever your requirements, we design them into the administrative services you will receive.