Wealth Benefit Advisors

Independent Wealth Consulting

Employee Benefits

Offering quality employee benefits is a valuable way to attract and retain top talent, increase employee satisfaction, and set your business apart.

As an independent benefits consulting firm, we are not associated with or bound by any asset custodian or plan provider, freeing us from conflicts associated with proprietary arrangements. With our open-architecture approach, personalized guidance, and specialized expertise, we make it simple to implement a competitive, cost-effective plan that suits your business’s unique needs.

We Offer Extensive Support for Employer-Sponsored Retirement & Health Plans:

  • I

    Managing your plan’s
    investment options 

  • II

    Monitoring fiduciary risks
    that affect your plan 

  • III

    Benchmarking your plan
    and service providers 

  • IV

    Tracking participant
    progress toward goals 

  • V

    Plan review and monitoring

  • VI

    Due diligence to select and monitor new asset custodians 

  • VII

    Keeping you informed and up to date on critical topics 

Employee Education

Employee education and communication is a critical component of an effective benefits plan. We tailor our approach according to your business’s unique needs, providing hands-on guidance to ensure your employees understand their plans and the factors that impact your benefits decisions. We offer valuable resources including benefit statements and announcements, retirement education, employer education newsletters, HR articles, handbooks and policies, and more.

Single Source HR Solutions

Web Based Convenience 

Employees can view plans, enroll, and make changes—24/7/365. 

Enrollment Management/Eligibility & Status. 

Easily manage the complexities of your benefit programs. 

Benefit Communications. 

Eliminate paper and printing costs by giving employees access online. 

Privacy And Security. 

Safeguard your privacy and security in a secure environment. 

Benefits & Administration Overview

Enrollment & Eligibility 

  • Online access to benefits enrollment available 24/7/365 
  • Annual Enrollment, New Hire Enrollment, Terminations for all benefits 
  • Electronic File Feeds   

Billing & Financial Reporting 

  • Billing reconciliation tools 
  • Vendor Summary & Detail 
  • Location Summary & Detail 
  • Total Compensation Statement 

COBRA Administration 

  • Full COBRA outsourcing services 
  • Initial Rights Notifications 
  • Qualifying Events Notifications 
  • Federal COBRA compliance monitoring 

Document Fulfillment Services 

  • Benefit Summary 
  • Pre & Post Open Enrollment Benefit Confirmation 
  • New Hire Communication Packets 
  • Open Enrollment Communication Packets 

Employer Sponsored Platforms

Medical, Dental, Life, AD&D | Vision, Disability, Long Term Care

Benefit Services

  • Annual Plan Review – Healthcare Analysis 
  • Request for Proposal (RFP) Preparation 
  • Renewal & Actuarial Negotiations 
  • Benchmarking & Underwriting Services 
  • Comprehensive Cost Benefit Analysis 
  • Claims & Document Review/Audit 
  • Employee Communications & Benefit Surveys 
  • Human Resources Day to Day Assistance 
  • Direct Employee Claims/Plan Assistance  

Specialized Benefits

  • Flexible Spending Accounts (125 Cafeteria Plan)  
  • COBRA / HIPAA  
  • FMLA  
  • Employee Assistance Programs (EAP)  
  • International Business Health Insurance  
  • Limited Benefit Plans 
  • Voluntary Benefits