Consulting & Brokerage Services

Unlike traditional Health and Welfare benefit firms, The Benefit Planning Group provides equal emphasis in all three representative roles:

Consulting - Whether utilizing traditional insured products or designing customized self-funded benefit programs, The Benefit Planning Group utilizes proven methodologies to create cost efficient and stable programs that employees value.

Brokerage - The Benefit Planning Group provides truly independent and comprehensive brokerage services annually to each client.  The underwriting perspective of our staff ensures that marketing efforts produce the best possible results every year.

Advocacy - After the benefit program is designed and the appropriate vendors selected, The Benefit Planning Group remains engaged with clients through:

  • Implementation & Communication Management
  • Plan Performance Analysis
  • Issue resolution
  • Renewal Process

Benefit Bulletins

Monday, November 21, 2016
ACA Ind Returns Deadline Extended
ACA Ind Returns Deadline Extended

Friday, October 21, 2016
Reminder - Transitional Reinsurance Fee
Reminder - Transitional Reinsurance Fee

Thursday, September 1, 2016
Small Group 5500 & Medicare Part D Notice Reminder
Form 5500 Proposed For Small Group Health Plans

Wednesday, May 4, 2016
PECORI Reminder
PECORI Fee and Filing Due by End of July

Wednesday, December 30, 2015
ACA Reporting Deadline Extended
Deadline Extended for 6055 & 6056 Reporting

Bulletin Library »