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Skip the automated phone trees. Speak directly with an experienced benefits consultant who understands mid-market plan design and fiduciary compliance.
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Frequently Asked Questions
Clear answers about our consulting model, fiduciary alignment, and how we transition plans.
How do you charge for your consulting services?
Will we have a dedicated point of contact?
We operate under a transparent, fee-only fiduciary model. We do not accept hidden commissions or carrier kickbacks, ensuring our recommendations align strictly with your financial interests.
Yes. You are paired with a senior advisor and a dedicated account manager. Your employees call us directly for claims resolution, completely bypassing automated carrier phone trees.
What is the typical transition timeline for a new plan?
Do you handle regulatory compliance audits?
Every plan we design includes ongoing compliance monitoring. We conduct a comprehensive initial audit to identify and remediate ERISA, ACA, and Department of Labor compliance gaps.
A standard mid-market benefits transition takes 60 to 90 days. We manage the entire implementation process, including employee enrollment, compliance filings, and technology integrations.