Meet Our Professionals

Employee Benefits

Write to Tracey
X
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 David
X
Expertise:
  • Retirement plan design
  • Cash balance pension plans
  • IRS and DOL corrections

Write to Heather
X
Expertise:
  • Day-to-day service, claim and billing issues
  • Small and large (ALE) employee benefits consulting
  • Long-term client service strategies