Strategic Mid-Year Planning

Approximately six months into each plan year, we’ll sit down with your HR team to evaluate the effectiveness of each of your plan offerings and discuss plan design changes – without the pressure of renewal.

This meeting is, quite simply, a casual discussion of what’s working and what could be improved. It provides an opportunity to:

• reaffirm compliance;
  
  
• offer recommendations for plan changes;
  
  
• determine whether the plans coordinate with your personnel policies and procedures;
• discuss market trends.

During this meeting, you receive information regarding the employee benefits strategies of other employers, which enable you to gauge how competitive your employee benefits plan is in your marketplace.