Emeriti is pleased to work collaboratively with benefits consultants in a variety of ways. When institutions retain outside consultants we are often asked to brief the consultant on the basic features of the Emeriti Program, work through plan design decisions and funding scenarios, as well as implementation and communications issues.

Emeriti has also worked directly with consultants to help them gain a good understanding about the Emeriti model, program features, plan design flexibilities, consortium services and evaluation tools. A well informed consultant can keep his/her clients up to date on the innovative comprehensive solution Emeriti has developed: 1) to address the challenge of sustaining strategically valuable retiree health care benefits while reducing, and ultimately eliminating, defined benefit unfunded liabilities (FAS 106 and GAS 45); 2) to provide institutions with  an option to offer retiree health care benefits on a defined contribution basis (thus avoiding the creation of any new unfunded liabilities).

If a consultant would like to use a copyrighted Emeriti slide deck and be kept informed of Emeriti’s latest plan enhancements and changes, we would encourage you to sign a simple agreement that gives you access to updated materials and asks you to bring Emeriti representatives into the discussion when your client shows an interest in the Emeriti program. We have met with consulting firms to provide an initial overview on Emeriti before signing the consultants’ agreement. In several cases, the consultant has subsequently invited Emeriti on a campus visit to continue the dialogue about retiree health care benefits with the plan sponsor.

Emeriti is also working with our business partners, Fidelity Investments and Aetna Life insurance Company to conduct webinars reaching out to the consultant community on topics ranging from changes in Medicare, retiree health care plan designs  and resolving unfunded liability problems, to the impact of certain benefits on institutional renewal and other workforce management issues in higher education.

We invite you to learn more about the Emeriti Program and how we can work with you in the best interests of your clients.

 

Contact Stephanie Wajda, Marketing Manager, at swajda@emeritihealth.org