Bringing Employee Benefits Full Circle
What We Do
We help you maximize financial health and employee satisfaction by strategizing, designing, and implementing employee benefit plans that are customized around your objectives and goals.
Who We Are
We are a team of analysts, consultants, and strategists, who are passionate about our clients and who strive daily for responsiveness and efficiency.
Customized Benefit Plans
We offer all lines of benefits, and will design a strategy that works for your organization, culture, and philosophy.
Experienced
Our consultants have 50+ combined years of experience in the industry.
Reliable
Personalized, no-nonsense, effective, and efficient service. We are a dependable team that becomes part of your team.
Client and Employee Support
From online resources, to presentations in English and Spanish, we’re just a phone call or email away. Let us know what you need.
Speak with one of our Benefit Consultants today.
Upcoming Events & Newsletters
EEOC and DOJ Issue Guidance on DEI-related Discrimination📌 (March)
On March 19, 2025, the U.S. Equal Employment Opportunity Commission(EEOC) and the U.S. Department of Justice (DOJ) issued joint guidance on illegal and discriminatory diversity, equity and inclusion (DEI) practices. The EEOC also issued frequently asked questions (FAQs) regarding DEI-related discrimination. The guidance provides some clarity as to the agencies’ position on what may constitute …
⛔IRA Changes to Medicare Part D May Impact Employer Plans⛔ (March)
The Inflation Reduction Act of 2022 (IRA) includes several cost-reduction provisions to Medicare Part D plans that are designed to help beneficiaries but may also impact employer-sponsored health plans. 891339 IRA Changes to Medicare Part D May Impact Employer Plans.docx
❗Employers Should Start Preparing for 2025 RxDC Reporting❗ (March)
Group health plans and health insurance issuers must annually submit detailed information on prescription drug and health care spending to the Centers for Medicare & Medicaid Services {CMS). This reporting is referred to as the “prescription drug data collection” (or “RxDC report”). The next RxDC report is due by Sunday, June 1, 2025, covering data …
