THE BENEFITS PLUS PROCESS

As a Benefits Plus client, you will receive the following personalized benefits planning services that can be offered independently or integrated into a Request for Proposal (RFP) process:

Plan Design

• Confidential consultation on your business needs and objectives

• Current plan analysis and assessment, including employee surveys

• Competitive analysis 

• Plan alternatives and cost benefit analysis

• Economic, market and investment research

• Product or service identification and recommendation

• Rate negotiation

• Pre-qualified list of insurance, investment companies, or the other service products

Plan Implementation

• Presentation of plan to trustees, management and key employees

• Plan and product/service integration

• Customized communication strategies

• Employee educational seminars for ERISA 404(c) compliance

• Coordination of employee enrollment meetings (multilingual)

Plan Management

• Plan monitoring and measuring mechanisms ensuring consistent, quality services

• Timely updates on legislation and industry trends

• Competitive review on product/service performance