Our Solutions
We offer industry-leading advisory and analytic services focused on optimizing benefits, increasing participant engagement, controlling costs, and mitigating risk.
We are an independent employee benefits consulting and actuarial services firm helping to bring high-quality, cost-effective benefits to working people and their families.
Talk to an advisorWe offer industry-leading advisory and analytic services focused on optimizing benefits, increasing participant engagement, controlling costs, and mitigating risk.
Consulting and actuarial services designed to maximize the longevity and security of retirement programs.
RetirementCreative solutions for providing benefits, controlling costs, and supporting participant health and well-being.
Health BenefitsConsulting on drug pricing and PBM contracting to optimize fully insured and self-insured pharmacy benefits programs.
PBM ConsultingFinancial modeling, analysis, and consulting for multiemployer and public sector retiree health plans.
Retiree HealthFull-service employee benefits communications consulting designed to increase engagement and improve participant experience.
CommunicationsPaul Graf will speak on post-SFA compliance for multiemployer plans at the Conference of Consulting Actuaries annual meeting in October.
Read moreBrian Harper will speak on Variable Annuity Pension Plan Lessons Learned at the IFEBP Annual Employee Benefits Conference in San Diego.
Read moreJeff Frizzell & Charity Gourley spoke at the NWAA conference on the application process & communication for Special Financial Assistance.
Read moreWe are small enough to be nimble and flexible in developing creative solutions customized to the unique needs of each client.
We specialize in collectively bargained plans and have a deep knowledge of multiemployer benefit plans, issues, and trends.
We help solve our clients’ most complex problems, delivering proactive consultation, creative solutions, and high-quality analysis.
We care about our clients and go the extra mile to build strong, long-lasting client relationships.
We have an exceptionally well-qualified staff that is highly trained and up to date on best practices, with deep industry expertise and experience.