Education

We give schools better education on benefits to create great plans together. Partnering alongside of you, we’ll ensure your plan is optimally designed to meet your objectives so that you can focus on what’s most important, educating others!

We seek to ensure your plan is a tool to attract and retain talented employees. Using ideas from actuarial and behavioral science, we develop comprehensive strategies to maximize the value of your benefit programs. Just ask one of the 300+ schools that we work with!

School Districts

Postemployment & GASB

Our professional staff, including both health and pension actuaries, works with over 300 schools, dozens of municipalities and many private employers. With this experience, we have developed an in-depth understanding of retirement benefits and how they are valued under GASB 45, FASB ASC 715-60, IAS 19, SSAP 92 and FASB ASC 965 (formerly SOP 92-6 or SOP 01-1).

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Healthcare Consulting

The changing landscape of healthcare benefits has become a battleground for employers to build compelling benefits to attract and retain employees. As your partner, we help you build competitive custom health plans that fit your organization. We service large group and small business plans, insured and self-funded plans. As an independent consulting firm, we believe competitive health benefits shouldn’t have to compromise on flexibility or cost either.

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Higher Education

403(b) & DC Plans

403(b) and similar defined contribution plans are often the cornerstone of your benefits package and play a key role in attracting and retaining talented employees. Our approach includes creating an environment around your plan that helps employees make better decisions to increase their retirement income. We can help you save time by improving operational efficiencies, reduce fiduciary challenges, and help your employees progress towards a more secure retirement.

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Healthcare Consulting

The changing landscape of healthcare benefits has become a battleground for employers to build compelling benefits to attract and retain employees. As your partner, we help you build competitive custom health plans that fit your organization. We service large group and small business plans, insured and self-funded plans. As an independent consulting firm, we believe competitive health benefits shouldn’t have to compromise on flexibility or cost either.

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Investment Advisory

We work with plans from $1 million to over $1 billion in assets to help plan sponsors offer a sophisticated, uncomplicated approach designed to be simple for participants to understand while minimizing the risks associated with offering competitive retirement plan benefits.

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