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· Review of short-term goals and long-term objectives

· Analyzing existing benefit plans to determine potential
changes and improvements

· Development of a retiree health benefit strategy based
on the client’s goals and objectives

· Designing specific, customized medical and prescription
drug solutions for pre-65 and post-65 retirees

· Providing preliminary legal, accounting, actuarial and
regulatory counsel

· Structuring plans based on risk tolerance, funding
preferences, and contractual obligations

· Audits of existing benefit plans

· Negotiations the most favorable pricing and terms with
carriers, pharmacy benefit managers, network providers,
and third party administrators by conducting an
aggressive and competitive bidding process

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· Implementation of new strategies in a systematic and
detailed fashion

· Communicating changes and transitions through a single
point of contact

· Managing all plan administrative services
and relationships

· Evaluating and tracking market dynamics and
legislative changes to ensure continuous strategy
optimization

· Processing and administering government programs
such as the Early Retiree Reimbursement
Program (ERRP)
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