Total Corporate Benefits Analysis & Report

• A review and analysis of your company's complete approach to employee benefits - from vacation policy to health care benefits to retiree benefits. We identify inconsistencies, conflicts, missing items, and more within your employee benefit strategy. The Review and Analysis document will help you guide your employee benefits strategy to be highly competitive with today's workforce.

Tax Advantaged Health Plan Strategies

• Many new tax advantaged health plans were introduced in the past three years. We help you understand what these are and how to apply them to your specific circumstances You don't need to spend time studying and comparing these plans to your current health care programs. We perform this service for you! You receive a Strategy document comparing the features and savings of your current program to various tax advantaged strategies.

Specialized Human Resources Consulting

• We have partnerships with HR professionals who can supply high quality consulting services in areas such as compensation analysis, HR documents, hire/fire practices, etc. You can be assured that you have updated policies, procedures and documents with this unique service. Our solutions here will be driven by specific projects that may vary by your particular situation.

Wrap Documents for Simplified 5500 Filings

• A special form can be drafted which allows for multiple programs to be reported to the government through one form. This helps you spend much less time on the 5500 filings. A consolidated Form 5500 allows for a more simplified filing of required information on the benefit plans.

Self-funded Dental & Vision Plan Administration

• We provide you with administration services and pricing expertise to accept minimal risk for self-funded dental and vision plans. These programs can be funded with your company or your employees' money. You can save money on these programs that can be re-directed to other areas of the company. We offer the administration and pricing/funding recommendations for the plans through a third party vendor.

Customized Enrollment Programs

• We listen to the specific issues you have in regards to the enrollment process of your benefit programs. We work with you to find solutions to the problems you and your employees face and provide improvements in the overall process. This helps alleviate stress on you and your associates while providing better data collection for management, better benefits communication for your employees, less time correcting errors, etc. We can customize your enrollment process based on our experience and technology partnerships. Our solutions will be driven by specific projects that may vary by your particular needs.

Customized Education & Communication Programs

• We listen to the specific issues you have in regards to the education and communication of your benefit programs. We work with you to find solutions to the problems you and your employees face and provide improvements in the overall process. This helps alleviate stress on you and your associates while providing better data collection for management, better benefits communication for your employees, less time correcting errors, etc. We can customize your program based on our experience and technology partnerships. Our solutions will be driven by specific projects that may vary by your particular needs.

401(k)s, ESOPs & Defined Benefit Pension Plans

• As a full-service human resources provider, we can also handle the consulting, administration, recordkeeping and actuarial work for all your retirement plans including 401(k), ESOP, defined benefit pension plans and more. This enables you to have one source for all your benefit needs and cuts down on the number of places you send your company data.

Quarterly Meetings with Swerdlin Staff

• Many consultants and brokers lose connection with their clients over time. Especially those clients who are low maintenance by nature. Swerdlin Benefits Company believes in in a closer connection and relationship with you, our client. This provides you with a more organized opportunity to share your thoughts and concerns relating to your benefit strategies and performance. We will meet with you face-to-face on a quarterly basis or whatever timeframe you are interested in and will strive to continue to educate and service you to meet all your needs and expectations.