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
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