Optional Services
- Due Diligence Review
- Assist with Employee Surveys
- Quarterly Meetings with Investment Committee
- Full Request for Proposal (RFP), Vendor Search
- Detailed Executive Benefit Overview
- Review of Existing Contracts and Formulas
- Termination of Plan Studies
- Extensive Pre-Sale Work with Potential New Company Acquisitions
- Merger and Acquisition Plan Review
- Pre-Screened Network of Health and Welfare Consultants and ERISA
- Project Consulting