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Trust
Confidence
Loyalty
4001 MacArthur Blvd. #104
Newport Beach, CA 92660
Toll-Free: (800) 959.5505
Employee Benefits Our Delivery Model - Consulting- Budget & Goal Setting
Budget & Goal Setting:
So often when we go out to visit with new prospects, they do not have a benefit plan budget established.
We usually advise them to establish a budget and make sure to:
"Not let your benefits dictate your budget, let your budget dictate you benefits."
We utilize years of experience as well as analytical and modeling tools to help our clients identify objectives, set goals, establish and create a plan. Some of the tools and techniques we use to help them do this include:
- Providing a benefit gap analysis
- Conducting plan reviews
- Preparing custom Benefit Benchmark Reports
- Assisting with establishing a benefits budget
- Designing Employer/Employee contribution strategies
- Conducting employee benefit surveys

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