Complex Benefit Plan Solutions
Designing and maintaining an effective plan for your company
We specialize in self-funded health plan consulting representing clients in a variety of industries and geographic locations.
Working closely with insurance carriers, third party administrators and re-insurance markets, our primary focus is to structure funding arrangements in-line with our client’s business goals and objectives.
Our professionals routinely perform in-depth due diligence on fully-insured and self-insured programs to evaluate historic cost results, price competitiveness, spread of risk and population health risk. We focus on the highest cost inflationary coverage lines to determine if a health and welfare program is structured to control cost and manage risk. We consult with our clients on the fundamentals of transferring risk v. managing risk to develop a funding arrangement strategy.
Meet the Aldrich Benefits Team
We are focused on delivering quality services, being responsive, maintaining high quality benefit plans at the lowest possible cost. We have our clients best interests at heart.
Employee Benefits Consultant
Tracey Davis joined the firm in 2010 and has been in the insurance industry for nearly a decade. She has an extensive background in account management for large, multi-location employers, mid-market and small employers. In addition to her responsibilities for daily client services, she leads all account management activities including employee communication, renewal consultation, and policy…
- 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
Retirement Plan Services
We design and administer retirement plans that are easy for you to manage and operate for your organization.Read more