Representative Listing Of Our Services

---

Retirement Plan Design and Consulting

401(k), 403(b), Defined Benefit, 457, & 409(a) Plan Support

Health & Welfare Plan Services

Plan Renewal Support, Medical Claims Audit / Dependent Audits,

Annual Enrollment Window Support, ACA Tracking & Reporting

Compensation Plan Analytics and Job Market Pricing

CD&A Preparation, Peer Group Salary Structure Review & Benchmarking

Health & Welfare Wellness Programs

Design, Communication Campaign, Employee Engagement ROI

Total Rewards

Communication Strategy, Total Reward Statement Design & Implementation

HR Outsourcing Consulting and Support

RFP Design & Vendor Selection

Merger & Acquisition / Corporate Restructuring Support

Benefit Plan Review, Side-By-Side Analysis, Transition Services

Executive Compensation Services

Wealth Management, Umbrella Policies

Retirement Plan Governance Review

401(k) Audit Support, Committee Charter, Investment Policy Review

Staff Training – BPI University

Onsite Benefit Plan Training, White Paper Library

Temporary Staffing Assignment Resources

Short / Long Term Staff Support Assignments

Internal Control / Procedure Review

Workflow Review, Process Re-engineering 

Plan Compliance / Year-end Support

Plan Document Review, Non-Discrimination Testing, Collective Bargaining Review

Voluntary / Supplemental Insurance Plans

Vendor Coordination, Communication Campaign, Implementation Support