Our Services

 Benefit Consulting

We provide a wide range of study, design and general consulting services regarding qualified and non-qualified retirement plans; medical dental, vision and prescription drug pans; section 125 plans and medical savings accounts; life and disability income insurance; and personnel policies such as vacations, leave and holiday benefits.

Auditing

    Our audit and review services include:

  • Health and disability income and insurance plans

  • Insured and self-funded plans

  • Stop-loss insurance claims

  • Internal Audit work plans

  • TPA operations audits and performance reviews