STRATEGY FOCUS
 
Benefits and Operational Advisement
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OUR SERVICES

Strategy Focus provides analysis, evaluation and advisement in benefit
concerns of Funds, Fund Managers, and Trustees.

Plan Design / Due Diligence Processes/ Plan Documents
Cost Containment / Participant Communications / Compliance
Risk Evaluations / Vendor and Product Analyses / Claims Reviews

 

HOW WE WORK...a few examples:

Whether we analyze prior utilization,
project revenue, calculate risk, act
on your behalf with vendors, assist
building compliance with new regulations,
prepare fund documents or other
communications, or provide the impartial
sounding board you need, our experience
supports your fund and your participants.

SUMMARY PLAN DESCRIPTIONS:
SPD's must support participants in using the Plan as a family needs,yet clearly specify limits. Readable yet measured language must enable both of these.

To "be silent" is to await expense and conflict.

NEW YORK HEALTH CARE REFORM ACT:
We advised select clients, from outset, to use an alternate compliance mode, saving hundreds of thousands of dollars.

Peer firms have since asked us to assist clients.(Described in Association of Benefit Administrators journal, Spring 2006 -
reprints available.)

HIPAA SECURITY RULE:
We did not identify problems and offer
a separate proposal to identify solutions.

We do one complete, cost effective, engagement; and we design scalable, Rule compliant solutions to contain expense and effort.