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| STRATEGIC PLANNING / SERVICES
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• Strategic Planning for long and short term objectives including an annual planning meeting, interviews with senior management and employee surveys.
• Merger and Acquisition Due Dilligence that includes a complete analysis and comparison of plan design, costs, and terminal liabilities. We also help identify any potential exposures and transitional issues and develop a cost projection for the consolidated plans.
• Benefit Plan Benchmarking which consists of a total review of plan costs, plan designs offered, and employee benefit contributions. We utilize multiple sources of employee benefit information from national surveys and databases to compare your plan with other employers of similar size, geographic region, and/or industry classification.
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