Employee Benefits
Satisfied employees make for satisfied customers
To win in the marketplace, you must first win in the workplace. Our employee benefit advisors have deep expertise in creating benefit plans that manage costs, maximize investment and achieve your company’s core values.
What We Do
Employee benefit consulting services:
- Fully-insured and self-funded group health, life and disability plans
- 401k plan design, administration, investment selection and fiduciary guidance
- ACA compliance, reporting and risk management
- Employee wellness programs
Meet Our Professionals
Tracey Davis is a leading Employee Benefits Consultant specializing in large and mid-market employers with particular expertise in self-funding. Tracey has built a strong reputation in the market as someone who is knowledgeable, engaged, and creative. She uses her in-depth knowledge of the market and strong carrier partnerships to implement creative solutions for funding, medical…
Tracey's EXPERTISE
- Focus on large, multi-location employers, mid-market and small employers
- Strategic implementation of fully-insured, partially self-insured and self-insured plans
- Small and large (ALE) employee benefits consulting
Write to Tracey
XEmployee Benefits News and Insights
Both employees and employers benefit from the use of an accountable plan in employee reimbursement. Here's how:… t.co/V1oEQYzQlf
How Accountable Plans Save Employers When Reimbursing Employees t.co/6KogG8uSfm
Employers are facing regulatory pressure and an increase in DOL audits. Identify and minimize gaps in compliance:… t.co/qcsa8y9KP8
The Capital Preservation Conundrum t.co/2TukRFWUqX
