Case Study Download The Issue A recently acquired business owner with a 95-employee accounting firm located in Middletown, New Jersey came to us with a question. An in process acquisition included several new Medicare eligible employees and the owner wondered if the group health plan was their best option. Without any alternatives, the new employees…
Case Study Download The Issue A firm we had worked with for several years had expressed a concern that the cost of their employee benefits package was threatening the financial stability of their firm. With a little over 150 employees, their annual benefits cost was exceeding $1.3 million and increasing at a rate of 8-15%…
Case Study Download The Issue During a meeting prior to their open enrollment last year, a mid-sized client lamented the continual medical plan premium increases each year. They came to us seeking a strategy to lower costs and gain control over their health care budget without reducing employee benefits. Our Solution After reviewing enrollment statistics…
Case Study Download The Issue A long-time client received a renewal from their medical carrier providing a minimal increase in premiums for the next plan year. Although the client was very pleased with the small increase and didn’t feel the need to shop the plans with other carriers, we knew some particulars about this client…
