Corporate Decision Support

Are you fully aware of your employees’ benefits requirements? Is the cost outlay of your current benefits program proportionate to usage? Our Decision Support solutions include reports, surveys, and analytics designed to help you make educated decisions regarding the direction of and the investment in your corporate benefits program.

Customized Benchmark Reports

Want to know how your benefits program compares to other companies? Need to make your program more competitive and don’t know where to start?

Use our benchmarking tools to see how your offering fares against other programs based on region, industry, company size, plan design specifications, contribution levels, and other relevant criteria.

Online reports allow you to compare detailed benefit program information using nationally-recognized normative data sources such as Watson Wyatt, Hay Group, and Kaiser Family Foundation.

Employee Benefits Survey

In addition to benchmark reports, surveys are another great way to help you make your benefits program more competitive. Gauge employee attitudes, perceptions, and understanding of your benefits package through exploration of topics such as:

• Overall benefits package
• Retirement options
• Voluntary benefits
• Work/life issues
• Job environment
• Flexible Spending Accounts
• Prescription drugs
• General comments and concerns

The survey tool allows you to use pre-developed templates or create your own client-specific tool to ensure that you gather the exact information you need to boost your program.

Medical Claims Analytics

Would you like some insight into individual and aggregate risk profiles to make your benefits platform more financially viable?

Our medical claims analytics program allows you to rapidly integrate eligibility information, medical claims, pharmacy claims, health risk assessment results, and case management data to help you:

• Identify high-risk individuals
• Reveal case management or disease management opportunities
• Measure ROI of wellness and disease management activities
• Improve plan and benefit design
• Develop a long-term healthcare strategy to address the needs of the total employee population

The analysis process is automated through intensive data mining and predictive modeling techniques, enabling you to make medical management and financial decisions in an effective and timely manner.

Product and Service Evaluation

Want to have the best possible benefits platform? Don’t know where to begin to make the most appropriate choices for your program?

Access to the entire universe of benefits product manufacturers, as well as a comprehensive due diligence process, allows us to help you identify superior product and service solutions, using:

• Long Term Care Insurance and Voluntary Benefits carrier comparison systems
• Manufacturer overviews
• Retirement plan evaluative options, including RFPs, total cost analysis tools, and fee analyzers

Fiduciary Guidance

Concerned about your responsibility towards participants in your retirement plan? Fiduciary liability continues to be one of the hottest topics in the industry—and justifiably so.

In response to high level of interest in this area, we offer a variety of resources to help you manage retirement plan accountability.

Plan review products, such as our fiduciary checklists, will:

• Gauge your current level of effectiveness
• Recommend specific improvements
• Reduce fiduciary exposure
• Act as guides for ongoing monitoring

Investment Due Diligence

A prudent investment review process is the most important consideration when selecting investment options for your retirement plan.

What is your investment process? Is it repeatable? Is it complete? Is it professional? We have access to resources such as Morningstar® Principia®, which may help you create a water-tight, repeatable due-diligence process by:

• Analyzing and monitoring investment performance
• Screening the universe of mutual funds and separate accounts and fiduciary reviews
• Conducting advanced research and analysis, monitoring portfolios, and proposing investment strategies