Services / Consulting

Benefits Consulting

Strategic, analytical, and advisory services that help employers design, optimize, and govern their benefits programs — independent of plan placement.

Benefits Strategy & Plan Design

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

Cost Containment & Financial Analysis

Conduct claims analysis, evaluate funding risk, forecast cost trends, and model alternatives like ICHRA and captives.

Benchmarking & Market Positioning

Perform benefits benchmarking, compare contributions, analyze competitiveness, and run peer group comparisons.

Compliance Advisory (Non-Operational)

ACA strategy guidance, employer classification analysis, policy interpretation for risk, and complex-scenario guidance.

Special Projects & Events

M&A benefits due diligence, expansion planning, vendor selection, and board-level executive presentations.

Is your program financially sound?

Get a data-driven read on cost trends, funding risk, and how you stack up against peers.

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