Resources

Employer Benefit Resources

Below are examples of resources we use when working with employers to help them better understand, evaluate, and manage employee benefits. These tools are commonly used in conversations with business owners, CFOs, and HR teams.

Arizona Employer’s Benefits Readiness Checklist
A simple way to identify gaps, risks, and planning opportunities within your current benefits program.

Understanding Your Employee Benefit Options
A guide that outlines the different funding mechanisms for major medical programs and how they typically work.

Renewal Planning Timeline (Sample)
An example of what a proper renewal process looks like, month by month.

Sample Employee Benefits Guide
Examples of the year-round guides we provide to employees and families, including plan summaries, carrier contacts, and ongoing support information.

Scope of Services Overview
A high-level overview of the services we provide before, during, and after renewal, designed to reduce administrative burden and improve the employee experience. This overview is intended to illustrate our service model, not to evaluate or replace your current advisor.

Section 125 / Cafeteria Plans Overview
An overview of how tax-advantaged benefits work and when they may make sense.

Additional Planning and Support Resources

In addition to the resources listed above, we also support employers, schools, and organizations in the following areas. These topics often come up during planning conversations and are addressed based on each organization’s structure and needs.

Public Sector and Education Considerations

We have experience supporting schools and public-sector–style organizations and understand the unique considerations involved.

• Familiarity with school districts, charter schools, and public-sector benefit structures
• Awareness of procurement, transparency, and compliance expectations
• Support aligning benefits decisions with leadership teams and governing boards
• Guidance navigating renewals within public-sector timelines

RFP and Procurement Support

For organizations that use a formal procurement process, we provide guidance and analytical support throughout the process.

• Assistance reviewing and responding to benefits RFPs
• Vendor comparison frameworks to evaluate proposals
• Support analyzing carrier options, pricing, and service differences
• Guidance navigating procurement timelines and requirements

Strategic and Operational Support

These are common areas where employers request help beyond standard renewals.

• Cost containment and funding strategy discussions
• Benchmarking benefits against peer organizations
• Support planning for growth or organizational change
• Help coordinating benefits decisions across stakeholders

Resources for employers outside of arizona

Many of the resources above were created with Arizona employers in mind. However, we also work with many employers headquartered in states other than Arizona.

If your company is headquartered outside Arizona or has employees in multiple states, we are happy to tailor these materials based on your location and structure.

Looking for Something Not Listed Above?

Every business is different. If there is a benefits-related topic you would like to learn more about, or a question you do not see addressed here, let us know. Common requests include:

Planning for growth or multi-state employees

Cost containment strategies

Benchmarking benefits

Compliance questions

Employee communication tools

Carrier negotitaions and renewals