www.donnellyadvisors.com

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Employee Benefit Plans

 

Employee benefits are an integral component of an employer's total compensation package.  A properly structured benefits program can help your organization attract new talent and retain valuable employees.  As industry evolves, your benefits plan should be a reflection of your current business plan and corporate philosophy.

 

 

Our expert Employee Benefits team makes certain that you receive maximum value from a properly designed employee benefit plan.  Our objectives are to ensure that your:

  • Plan Design is in line with your industry
  • Rates and carrier expenses are appropriate
  • Plan is structured tax efficiently
  • Service levels are exceptional

We provide you with an advanced analysis of your plan and provide you with the right advice that can make a significant difference to your operation. 

 

Overview of Services

  • Organizational Health Risk Assessment, including a detailed analysis of your current plan
  • Test of your current rates and expenses through a market survey
  • Comparison of your plan design and expenses to similar groups of your size
  • Funding alternatives for your experience rated benefits
  • Evaluation of executive benefit needs with consideration of Grouped-Individual policies as an alternative to group benefits
  • Multinational Pooling opportunities
  • International Benefits for expatriate and inpatriate needs
  • Wellness Strategies
  • Customized, meaningful quarterly reporting of your employee benefit plan performance

To learn more about our unique approach, please contact us.

 

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* Mutual funds provided by David Mason, Investment Funds Advisor