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.
Retirement
Creative solutions for providing benefits, controlling costs, and supporting participant health and well-being.
Health Benefits
Consulting on drug pricing and PBM contracting to optimize fully insured and self-insured pharmacy benefits programs.
PBM Consulting
Financial modeling, analysis, and consulting for multiemployer and public sector retiree health plans.
Retiree Health
Full-service employee benefits communications consulting designed to increase engagement and improve participant experience.
CommunicationsEffective communication can make all the difference in how participants understand and use their benefits. See how a targeted, multi-channel strategy helped one fund increase engagement, reduce confusion, and deliver measurable results.
Read moreRetirement benefits can be complex—but they don’t have to be confusing. Do your participants understand the basics of how their plans work and what their statements are telling them?
Read moreMany participants rely on multiemployer benefits to support their financial future—but common missteps can quietly undermine that security. Are your participants making avoidable retirement mistakes?
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We 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.