Benefits strategy that holds up to the numbers.

Strategic, analytical and advisory services that help you design, optimize and govern your benefits program, independent of plan placement.

Strategy review
Consulting
In this review
Claims and cost-trend analysis
Employer contribution modeling
Peer benchmarking
ICHRA and alternative funding modeled
BB
Your consulting team
Recommendations ready to present

Independent analysis for better benefits decisions.

Benefits strategy & plan design

We optimize plan design, evaluate funding strategies, model employer contributions and develop executive and class-based benefit strategies.

Cost containment & financial analysis

We analyze claims, evaluate funding risk, forecast cost trends and model alternative funding like ICHRA and captives.

Benchmarking & market positioning

We benchmark your benefits and contributions, analyze plan competitiveness and compare you against a full peer group.

Compliance advisory

We offer ACA strategy guidance, analyze employer classification, interpret policy for risk and guide you through complex compliance scenarios.

Special projects & events

We support M&A due diligence, new entity or geographic expansion, vendor selection, and executive and board-level reporting.

Advice that isn’t tied to selling you a plan.

Our consulting is independent of plan placement, so recommendations are built around your goals, your workforce and your budget.

Funding strategy evaluation
Contribution and class-based modeling
Executive presentations and board reports
Support through M&A and expansion

Let’s pressure-test your benefits strategy.

Tell us what you’re weighing and we’ll come back with the analysis to make the call with confidence — no obligation.

Thanks — we’ll be in touch within one business day.
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