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Brokerage Services for Insurance and Employee Benefits
vi.
Quarterly HR meetings
vii.
Compliance Consulting
viii.
Monthly Financial reporting
ix.
Creation of all employee communications
x.
Onsite employee benefits meetings
xi.
Coordination and management of all vendors and monthly calls
xii.
Annual review meetings on plan utilization
xiii.
Regular Stewardship meetings
Integrated Medicine Alliance, PA – 150 Employees
o
Jeff Irwin, Central Manager
o
P: 732-945-9776
i.
Develop and manage renewal strategy
ii.
Financial review of employee benefits fund
iii.
Present strategy developed with HR Team to Shareholders
iv.
Compliance Consulting
v.
Employee Benefit Communications
vi.
Onsite employee meetings at various locations
vii.
Active involvement with 401(k) administration
viii.
Coordination and management of all vendors and monthly calls.
ix.
ACA Reporting Management
Partners in Care – 13 Employees
o
Beverly Reinson, VP of Operations
o
P:732.246.0291
i.
Benefits: Medical, Dental, Life and LTD
ii.
Employee Benefit Communications
iii.
Annual Onsite Employee Benefits Meetings
iv.
Legislative Updates and Guidance
v.
Employee Benefits Helpline for claims questions and issues
Carson Newman University
o
Elaine Smith, Director of HR
o
p: 865.471.7164
i.
Creative benefits strategy resulting in hundreds of thousands in savings each year over
traditional platform
ii.
Onsite benefits enrollment meetings as requested
1.
Benefits enrollment communication video link