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.