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Table of Content

  1. Header
  2. Topics to Discuss
    1. Footer
  3. Employee Benefits
    1. Strategy Development : Benefit Consulting Platform
    2. Strategy Development Attachments
    3. Our Process
    4. Our Process
    5. Compliance Support
    6. Compliance Support Cont.
    7. Fee and Flexibility
    8. Fee and Flexibility Continued
    9. Footer
  4. Retirement
    1. Retirement Information
    2. Footer
  5. Thank You
  6. Footer


Calendars / NFP Connect



Client Support



Fee & Flexibility



HRIS / RFP Support



Retirement Planning



Retirement Plan RFP’s


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Insurance services provided through NFP Insurance Services, Inc. (NFPISI), a subsidiary of NFP Corp (NFP). NFP and its subsidiaries do not provide tax or legal advice. This material was created to provide a summary of the subjects covered, but should not be regarded as a complete analysis of these subjects. The services of an appropriate professional should be sought regarding your individual situation.

Copyright © 2025 NFP Corp. All Rights Reserved.

Employee Benefits

A total benefits picture.

Finding that ideal solution depends on seeing the big picture as well as the intricate details. That’s where we come in. We have the right people, technology, experience and insights to provide the different perspective that’s critical to creating a customized benefits program designed to accomplish your goals.

Carefully analyzing the potential

Strategy Development – Benefits Consulting Platform


A smart strategy involves more than just responding. It’s about having the tools to drive insight and innovative solutions. We use dynamic analytical models to help you estimate and control your health care costs, harmonizing industry standards with your specific goals.


• Strategic planning

• Support

• Claims review

• Renewal

• Compliance

Forward-thinking, cost-effective solutions that support YOUR HR team.

Benefits Administration - Mid-Sized
Survey Example

Our Process

Strategy Overview 4 Pillars


Relationship Manager

Jim Sarych, Managing Director


Dedicated Team

• Rey Velasco, Sr. Advisor

• Andres Solano-Paz, Sr. Account Executive

• Cortney Zampedri, Account Manager

• Nick Sauer, Sr. Analyst

• Caitlyn Richey, Consultant Well-Being and Engagement


Extended Team & Resources

• Tony Cardinal - Retirement

• Mark Rieder - Technology

• Actuarial

• ERISA attorneys



Q1 Stewardship
Q2 Strategy
Q3 Financial & Renewal Update
Q4 Renewal & Open Enrollment
SAMPLE- Employee Benefits Guide
Sample Landing Page

Sample Landing Page

Compliance Support


We Keep Pace With Change

Recent health care reforms make it critical to stay on top of compliance issues.


• Interpret Legislative & Regulatory Updates

• Affordable Care Act (ACA) Consulting

• Client Plan Provisions

• ERISA, HIPPA, ADA, FMLA, & COBRA Guidance

• IRS Form 5500 Filing Assistance

• Client Compliance Audit

• Independent Plan & Summary Plan Document Review (SPD)

• Employer Reporting Tools

• Educational Seminars & Webinars

• Custome & Interactive Compliance Portal

Compliance Support Rope Image



We understand the complexities of managing compliance.

___

ACA Applicable Large Employers
ACA Employer Mandate Look-Back Measurement Periods

With comprehensive knowledge and resources necessary to eliminate obvious liabilities,

risks and prepare you for the unexpected ones.

ACA Look-Back Measurement Method
Compliance Checklist Sample
Fee and Flexibility Image

Fee and Flexibility

NFP's flexible pricing represents the commitment and passion of our collaborative team to provide you with optimal solutions that will build a long-lasting relationship based on understanding and trust.

Today, it appears that your broker fees are as follows:


Medical - The 2024 renewal summary includes a quote of 3% of premiums, which is a typical percentage in our market for groups of your size. This is estimated to be $50,000 annually in 2024.


Dental, life, and disability plans are presumed to incorporate broker commissions of 10-12% of the premiums.

_____


You have options.

• Your plans can be written without commissions, and we can accept a fixed amount, paid monthly or quarterly to NFP.


• We can also receive commissions as part of your fully-insured plans, or accept a combination of fixed fees and commissions.


• We would also be open to a combination of fixed fees and commission.


• When our fee is included in your premiums, we adjust the percentages annually to prevent excessive expenses to your plan.

Your Retirement Plan

The wisdom of a well-constructed retirement plan.

A great retirement plan doesn’t just affect your ability to attract new employees — it impacts the chances of retaining your company’s top talent. NFP offers strategies and solutions to help you lower costs, reduce liability and improve the value of your retirement plans.

We Can Help.


Our retirement plan consultants will work with you to implement plan elements designed to drive employee participation and engagement, and designed to ensure that employees are being steered in a desired direction … toward the path to successful retirement outcomes.


Full-service retirement planning:

• Fiduciary governance

• Investment selection & monitoring

• Communication & education

• Plan operations & compliance

• Plan design

• Plan metrics reporting

Retirement Pic
About NFP Retirement
Fiduciary Retirement
Investment Analysis
Provider Analysis & Fee Benchmarking
WellCents™ | Financial Wellness
Fiduciary Service & Fees