Fiduciary results, proven in practice.
We analyze, restructure, and manage benefits plans that protect your bottom line while securing top-tier talent. Explore our verified mid-market case studies below.
Strategic plan restructures.
18% Premium Reduction
For a 250-employee manufacturer, we unbundled their traditional plan design to eliminate hidden administrative fees. The transition preserved identical provider networks while reducing annual premium spend by 18%.
$2,400 Saved Per Employee
By transitioning a regional logistics firm from fully-insured to a customized self-funded plan design, we stabilized their multi-year renewal trajectory and returned capital directly to their operating reserves.
ERISA Compliance Audit
Our proactive regulatory audit identified and resolved three critical compliance vulnerabilities for a growing professional services firm, securing their fiduciary standing before federal intervention.
What our clients say.
Smith Benefits Group completely restructured our renewal process. We saved over $150,000 in the first year alone without shifting costs to our employees.
CFO, Manufacturing Sector
Their direct-to-advisor model means we never wait on a call center. When complex compliance questions arise, we get immediate, authoritative answers.
Director of HR, Logistics Firm
Ready to optimize your plan?
Connect directly with a senior advisor to schedule a complimentary, confidential review of your current benefits structure and compliance posture.