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Creative Solutions

We believe in transparency - every client has a service and fee agreement that is reasonable, clear and, predictable.

Manage Renewals

  • Develop a renewal strategy: design, cost, and timelines

  • Negotiate fair renewal terms and bid when necessary

  • Analysis of self-funding and other alternatives

  • Development of Open Enrollment plan material

  • Prepare an annual open benefit guide (up to 2 languages)


Compliance Guidance

  • Prepare required government forms including 5500 forms

  • Review SPD, SBC, SAR, and SMM for accuracy and completeness

  • Compliance support on COBRA, HIPAA, ACA, ERISA, and Cafeteria Plans

  • Develop company specific “wrap” documents and privacy policy

  • Mergers and acquisitions benefit compliance due diligence

Ongoing Service

  • Develop annual service calendar and schedule in-person meetings

  • Competitive benchmarking of benefit plans and costs

  • Support and advocacy on claims and administration

  • Active management of service providers and vendors

  • Health promotion and wellness

Specialty Projects*

  • Specialized actuarial valuations and studies

  • Audits including systems and claims

  • Claims and dependent eligibility audits

  • Audit and selection of Pharmacy Benefit Managers

  • Translation and language services


* Additional fee for these services.​

“Our team of experts help to create long-term, sustainable benefit plans to fit their organization’s culture, aspirations and business priorities.”

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Jim Russel, MBA | Managing Principal

21515 Lupine Ct. | West Linn, OR 97068

503.828.9018 Office | 503.828.9833 Fax |

Benefits delivered. Intentionally designed.
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