Montgomery & Graham will evaluate all areas of your employee benefits, including medical, dental, group life insurance, disability, retirement plans and cafeteria plans. We take you through a complete planning process including;
- Pre-renewal strategy meeting(set goals & objectives)
- Employee benefit package survey
- Order help desk report & review prior years service record
- Conduct a comprehensive market analysis of available options
- Present plan options at presentation meeting
- Complete all paperwork for renewal or plan change
- Communicate changes to insurance carrier
- Employee benefit packets built
- Conduct employee open enrollment meetings
- Create and/or update benefit website
- Post renewal check-in call
- Mid year review
Montgomery & Graham can walk you through these new, innovative approaches to providing employee health insurance and help you decide whether they are right for your company.
- HSAs and HRAs
- COBRA Compliance
- Section 125 — Cafeteria Plans
- Human Resources Assistance