Plan Audit or Survey

We can help you effectively and efficiently manage your employee benefit plan.

Determine your areas of opportunity with a Plan Audit


In order to help you become a better plan manager, we have the ability to analyze your audit

and identify potential problems and areas of opportunity.


The constantly changing legislation, taxation, and complex human resource and insurer requirements create liabilities for employee benefit plan administrators.  Knowing common pitfalls and how to avoid them will help ease the complexity and risk of plan administration.  


Book your appointment now to see how your plan measures up.

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Employer Attitude and Group Benefits Benchmarking Survey


Every benefit program has a plan design that is anchored to an event, situation or objective.  Often the reasons are historical or lost.  Many plan sponsors either don't realize that their plan is no longer aligned with the culture and objectives, or don’t realize that they are in the driver’s seat when it comes to defining and implementing a plan that is truly a benefits plan, for all stakeholders, rather than a source of frustration and unwelcome, unanticipated cost increases.  

Would it be helpful to find out how your program compares to your peers?  


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