Advisory Services

  • Reviewing short-term goals and long-term objectives
  • Analyzing existing benefit plans to determine potential changes and improvements
  • Developing a retiree health benefit strategy based on the client’s goals and objectives
  • Designing specific, customized medical and prescription drug solutions for pre-65 and post-65 retirees
  • Providing accounting, actuarial and regulatory counsel
  • Structuring plans based on risk tolerance, funding preferences, and contractual obligations
  • Auditing existing benefit plans
  • Negotiating the most favorable pricing and terms with carriers, pharmacy benefit managers, network providers, and third-party administrators by conducting an independent, aggressive and competitive bidding process
  • Negotiating renewal rates and terms
  • Implementing programs, providing employee communication materials, and providing continuing administrative and compliance support
  • Analyzing claim data and providing monthly financial reports
  • Communicating changes and transitions through a single point-of-contact
  • Evaluating and tracking market dynamics and legislative changes to ensure continuous strategy optimization

If you have any questions regarding our services, or would like more information, please contact: Nicole Allen at or Kate Beebe at