Plan performance monitoring is essential to ensure proper management of your benefit plan.
Our regular reporting includes:
Quarterly Experience Updates
A trend analysis of your plan’s performance includes claim distribution details comparing your current year results to last year and normative data. Our analysis of your claiming trends may result in plan design recommendations for consideration.
Prior to your annual renewal, anticipated renewal adjustments are forecasted. This is an excellent time to strategize in advance of your upcoming renewal.
Our renewal includes demographic and claim analysis as well as extensive rate and expense negotiation to ensure that your plan is competitively priced. Included are any action items identified from our projection meeting.
Investment Plan Performance
We provide regular reporting of your Retirement Savings plan.
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“I’ve trusted CORE benefit consulting with my group benefit business since 2008 and I continue to be impressed with their level of service and expertise. They are extremely proactive, very responsive and an absolute pleasure to deal with.”
David Mason, CLU, CFP, CHS, CIM
Donnelly Advisors Group Inc.