Our Process

Corporate Fiduciaries and Consultants that help you maximize your team’s healthcare and retirement plans.

The Fiduciary Process at work for you:
Organizing their priorities

Organize and Prioritize

The fiduciary process begins with Organize and Prioritizing – Review plan governance process, define roles and responsibilities of all parties (fiduciaries and non-fiduciaries), disclose conflicts of interests, review or establish governing documents, review vendor contractual agreements. Perform historical analysis of employee benefit plans.

  • Benchmark broker & plan design
  • Viability Report
  • Plan Governance Index
  • Vendor Contractual Review
  • 408(b)2 discloser 
  • Conflicts of Interest Disclosure

Formalize and Standardize

Formalize and Standardize – Review current risk management strategy, illustrate future costs, analyze, and illustrate economic potential for implementation. Design governing document to outline purpose, key objectives, implementation stages, roles and responsibilities and monitoring strategy.

  • Strategic plan
  • Objectives and key results
  • Key performance indicators
Businessman supervising his female assistant's work on laptop

Implement and Administer

Implement and Administer – Establish procurement and due diligence process to select service providers in a manner consistent with the obligations of care. Implement and document strategies in accordance with the fiduciary obligations of care.

  • Process
  • Governance
  • prescriptive solutions 
Financial stats on computer screen

Monitor and Observe

Monitor – Reporting performance against appropriate benchmarks, key results, and objectives established associated with benefit plans. Perform periodic reviews conducted to ensure that plan-related fees and the services provided are deemed “reasonable.” Perform a review of the organization’s effectiveness in fiduciary responsibilities.

  • Peer Group Review
  • Strategies
  • Measure effectiveness
  • Fail Fast
Stop just “buying healthcare”!
Bring effective strategy to your benefits.


One Vision. One Fiduciary Team.

  • Align your C-Suite, HR, Brokers and Consultants
  • Implement governance and proven procedures.

Get Compliant with CAA


Recapture ebitda


Harvest operating expenses


Institute Healthcare Procurement