What Sets us Apart?
We advise boards of trustees and benefits committees in union, single-employer, and jointly governed environments on all aspects of group benefit plan management.
Our services include advice and guidance on design, plan funding, vendor oversight, stakeholder engagement, governance, market insights and overarching strategy.
Our Services
- Monitoring of Plan Funding: Including annual rate-setting, actuarial valuations, flex pricing, projection modeling, and monitoring financial balances
- Developing a Competitive Plan Offering: Including plan reviews, benchmarking, costings, disability management/wellness strategies, and plan philosophy
- Vendor Oversight: Including requests for proposal, performance standards agreements, addressing urgent matters that arise, and identifying specialty vendors for unique plan supports
- Governance: Including risk assessments, developing governance policies, and reviewing booklet/contract content
- Stakeholder Engagement: Including member/board/committee education, preparing survey content, and communications support
- Market Insights: Including changes in legislation, market trends, and the benefits landscape more broadly
- General Consulting: Addressing various one-off items that arise for our clients
- Overarching Strategy: Tying all the above together to help our clients move forward with one cohesive, overarching strategy
Investment Advice
Running into issues with your funded benefit plan? We can help.
- Investment strategy and policy reviews
- Investment performance analysis and reporting
- Asset mix studies
Our Experience
We work with a wide array of clients ranging from some of the largest health and welfare plans in Canada (tens of thousands of members) to plans with as few as 10 covered members.
We act as advocates for our clients on various issues that could impact them, namely legislative changes or changes to insurer requirements. This includes bringing like-minded clients together for collaboration to tackle common issues.
We recognize the broad nature of the group benefit plan landscape and have experience supporting clients in tackling whatever unique initiatives or challenges come their way.