PEO Consulting

Does your PEO or multiple employer organization have a master plan or is it time to create one? Are you considering a self-funded plan? We specialize in the management of master plans, self-funded plans and many other PEO plan structures. Let us create a plan tailored to your PEO’s unique needs. 

PEO Consulting services build off our Benefit Risk Management services and Actuarial & Technology services. We can help you make sense of all the information that matter to your plan so you can make the best decision possible.

Some areas where our consulting can make a difference for you are:

  • Sales and account management consulting
  • Actuarially certified regulatory filings
  • Estimating reserves and capital requirements
  • Plan pricing, including benefit relativities and coverage tier pricing
  • Rate band structure design and analysis
  • Carrier & TPA renewal support
  • Strategic planning
  • Alternative plan funding arrangements
  • Stop loss and pooling analysis and support
  • And much more!