| Development of short and long-term benefit goals and strategies |
| Annual market analysis of all plans (Managed Care, Consumer Directed, etc.) |
| Alternate funding analysis (Self Insurance, Minimum Premium, etc.) |
| Rate and plan negotiation |
| Underwriting analysis |
| Claims analysis |
| Network analysis |
| Contribution analysis |
| Benchmarking studies |
| Employee surveys |
| Wellness planning and coordination |
| Complete open enrollment management |
| Resolution of claims issues |
| Answers to benefits and coverage questions |
| Appeal writing and support |
| Resolution of billing and enrollment issues |
| Assistance with bi-lingual needs |
| BENEFITS COMMUNICATION & EDUCATION |
| Benefits Advisor™ payroll stuffer and e-mail campaigns |
| RSI Gallagher On the Industry™ e-mail updates on laws, trends and carrier procedures |
| Custom benefits websites |
| Employee Benefits and compensation statements |
| Facilitation of employee benefits committees |
| Emerging Trends™ seminars |
| Benefit booklets |
| Benefits compliance audits (COBRA, HIPAA, etc.) |
| Benefit contract review |
| Annual regulatory reporting (5500 filing) |
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| On-line enrollment |
| Billing reconciliation and consolidation |
| Processing of benefits additions, deletions and changes |
| Full COBRA administration |
| HR help desk |
| HR Compliance audits |
| Employee handbooks |
| HR policies and procedures |
| Leadership training and development |
| HR Information Systems (HRIS) |
| Payroll administration |
| Qualified and non-qualified plan consulting and design |
| Manage the vendor RFP process |
| Mutual Fund analysis, review and recommendations |
| Author Investment Policy Statement |
| Accredited Investment Fiduciary review |
| Group education meetings |
| Individual one-on-one retirement planning |
| Individual investment and asset allocation advice |
| Retirement Distribution Strategies |
| Back office employee support, loans, distributions, taxation |
| Deferred compensation programs |
| Key employee insurance |
| Key executive financial planning |
| Buy/Sell funding |
| 529 Plans for education funding |
| Estate conservation assistance |
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