GUTHRIE THEATER FOUNDATION

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


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.

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



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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

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We understand the complexities of managing compliance.

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With comprehensive knowledge and resources necessary to eliminate obvious liabilities,

risks and prepare you for the unexpected ones.

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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

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