Plan Performance

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.

Projection Report

Prior to your annual renewal, anticipated renewal adjustments are forecasted. This is an excellent time to strategize in advance of your upcoming renewal.

Renewal Analysis

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.

Request a Quote

For more information or to speak to a CORE benefit advisor, please complete the form below:

“There is no one else I would consider using as a referral source to handle benefit planning for my clients!”

Trent Abbott, CHS RHU
President, The Legacy Group

“They are fast, precise and sincere with all their clients and partners.”

Earlie Yeun
Complete Brokerage Services Inc.

“Their expertise and service is second to none in the industry.”

Dan Loney, President
Loney Financial Corporation

“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.

“They truly understand the consultative model that focuses on asking the right question.”

Steve Herman, Principal
Trutina Financial

“They are prompt, courteous, friendly, and always ensure our needs are met.”

Laura Eby, Manager of Operations
Association of Yukon Communities

“I would highly recommend CORE benefit if you are looking for a true partner in your benefits programs.”

Amber Jordan, Director – Human Resources, Communication, & Training
Western Concord

“They come up with optimal solutions to fit unique circumstances.”

Barb Wong, Human Resources Manager

“Great value – both to employees and the employer.”

Mary McDougall, President
Trellis Seniors Services

“The Core team is amazing to work with from a client service perspective and plan governance and performance standpoint.”

Mark Brennan, Director, Human Resources
MAXIMUS Canada

“If you are looking for worry free service, savings and less administrative work we highly recommend engaging CORE benefit.”

Jeremy D. Martin, Managing Partner
Carfra Lawton LLP Lawyers

“They are highly knowledgeable about their services, provide timely reporting, and offer creative options and solutions.”

Tracey Wilson
VP Human Resources