Benefits Consulting n Plan Design & Consulting n Benefits Analysis, Claims & Underwriting Review n Vendor Management & Selection n ACA Compliance, Tracking & Reporting nOnline Bilingual Enrollment & Administration n Employee Communications n Employee Transition Services n Financial Wellness Program

Bene�ts Analysis, Claims& Underwriting Review

Employee Communications

Financial WellnesProgram

ACA Compliance,Tracking & Reporting

Vendor Management& Selection

SINGLE SOURCE

Employee Transition Services

Online BilingualEnrollment & Admin.

EMPLOYEE BENEFITS SERVICES

Plan Design & Consulting

U.S. Employee Benefits Services Group is the nation’s largest independent K-12, Public, and Private Employer Benefits & Retirement Planning firm, serving over 9,000 Employers and 2 million clients.

Plan Design Consulting n Review Current Plan Components n Cost Savings Alternatives n Plan Effective Date Optimization n FSA, COBRA & FMLA Services n Scope of Voluntary Options

ACA Compliance, Tracking, Reporting n Consultative Services & Training n Full Data Reporting n Analytics, Testing, Studies & Reporting n Variable Hour Tracking n 1094/1095 Processing

Benefits Analysis n Current Plan Design & Review n Participation, Enrollment & Communication n Products & Services n Administrative Interfaces n Compliance & Management Reporting

Employee Communications n Overall Communication Plan n 403(b) Universal Availability n Proctored Enrollment Strategy n Continuous Employee Communication n Video, Chat & Spanish Language

Online Benefits Administration n Online Bilingual Enrollment n Desktop, Tablet & Smartphone Enabled nOn-demand & Customized Reporting n Participation & Service Monitoring n Payroll Interface & Employer Access

Workforce Management Solutions

n Phone, Web & In-Person Strategy n Enrollment Process & Access n Service Levels & Timeframes n Claims Adjudication n Transitioning Post-Employee Services

Underwriting Review & Claims Analysis n Claims Analysis & Review by Type n Retention vs. Experience Rated Options n Cyclicality of Claims n Claims Concentrations & Patterns n Design Alternatives

Vendor Selection & Recommendations n RFP Design & Structure n RFP Response Analysis n Preliminary Management Feedback n Vendor Meetings & Discussions n Final Recommendations

Compliance Guidance & Support n ACA Compliance n FSA Plan Management n COBRA Reporting n FMLA Service Monitoring n Reporting Requirements

Vendor Management n Rate, Structures & Guarantees n Reporting & Information Sharing n Service Level Requirements n Claims Processing Standards n Administration Interface Specifications

Financial Wellness n Web-based Wellness Center n Articles & Self-help Guide nVideos n Calculators n Personal Assistance Options

Employee Transition Services n COBRA Services n Benefits Continuity Counseling n State Retirement System Counseling n 403(b) & 457(b) Plan Review n Social Security Analysis