How we work with consultants

Get in touch with our business development team to learn more and get started.

Administration and compliance support

Stay focused on maintaining an efficient retiree health plan with a suite of services that help your clients manage plan administration and ever-increasing regulatory demands.
  • Plan documents
  • Trust filings (1024)
  • Investment menu design
  • Forms 5500, 990; 1095(c)
  • QME claim adjudication
  • Ongoing participant communications

Plan design and modeling services

We help employers design a plan that best suits their needs.
Determine cash flow
goals icon
Set funding goals
Calculator icon
Calculate insurance premiums

Find the best resources for your business

We support you with thought leadership and expertise.