Analysis 
- Situational Analysis – census, benefit levels, contractual review, gap analysis, etc
- Compliance Analysis – ERISA, DOL, Situs, State Insurance Guidelines
- Vendor / Carrier Analysis – product, systems capabilities, financials, trends
- Benchmarking Analysis – prevalence and design – by industry, size, location
Design
- Confirm Objectives
- Research, evaluate, and model solution options
- Tailor recommendation to accomplish stated objectives
- Manage RFP process
- Select finalists
- Provide decision support
Implementation / Enrollment Support
- Develop implementation and communication strategy and tactical plan
- Detailed Timeline development and management
- Create custom communication materials and employee enrollment experience
- Manage distribution of all communications (electronic, telephonic, one on one, etc.)
- Data Control and policy issue support
Ongoing Administration
- Ongoing development and management of administrative protocols
- Annual benefit updates and New Hire enrollments
- Billing support and reconciliation
- Review performance and annual eligibility
- Individual claims support
- Research and resolve service issues
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Neither Kestra IS nor Kestra AS are affiliated with Executive Benefits Group, Inc., nor any other entity referenced herein. Neither Kestra IS nor its affiliates provide legal or tax advice and are not Certified Public Accounting firms.
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