Benefits Consulting Services Offered by a Consultant with 15+ Years of Experience in Holistic Benefits & Wellness Management
Strategic Benefits Consulting
- Custom plan design and benchmarking (medical, dental, vision, life, disability, retirement).
- Cost-containment strategies and vendor negotiations.
- Regulatory compliance (ERISA, ACA, HIPAA, COBRA).
- Multi-state and global benefits alignment.
Retirement Plan Administration
- Oversight of 401(k)/403(b) programs (Fidelity, Vanguard, Principal, etc.).
- Payroll integration & contribution funding (ADP, Workday, UKG).
- Annual plan audit coordination and compliance testing.
- Employee financial wellness and retirement education sessions.
Wellness & Engagement
- Design and implementation of holistic wellness programs (mental, physical, financial, social).
- Wellness challenges, incentive programs, and workshops.
- Data analysis to measure program impact and employee engagement.
Leave & Disability Management
- Administration of FMLA, STD, LTD, and Workers’ Compensation programs.
- Expertise in multi-state statutory leave programs (CA, NY, NJ, WA, MA, CT, etc.).
- Policy development and alignment with federal and state regulations.
- Integration of leave programs with payroll, benefits, and disability vendors.
- Employee education and manager training on leave processes and compliance.
HRIS & Process Optimization
- Benefits system implementation and optimization (Workday, ADP, Oracle, SAP, UKG).
- Workflow automation for new hires, open enrollment, and life events.
- Data reconciliation and dashboard reporting for leadership.
Open Enrollment & Communication
- Full project management of open enrollment.
- Creation of benefit guides, FAQs, and communication campaigns.
- Live and virtual employee education sessions.
Vendor & Broker Management
- RFP development and vendor evaluations.
- Contract negotiations and ongoing relationship management.
- Performance monitoring and SLA enforcement.
Compliance & Risk Management
- 5500 filings and audit support.
- Nondiscrimination testing for health and retirement plans.
- Leave compliance (federal, state, and municipal programs).
- COBRA oversight and risk mitigation strategies.
Analytics & Reporting
- Benefits cost forecasting and budgeting.
- Benchmarking against industry trends.
- Executive reporting and presentations for leadership teams.
