National telecom company:
Saved $3M in cost by designing a partially self-insured
health care program through a national plan.
Large county government:
Designed, implemented, administered a "no net cost" benefit
for employees. Enabled ongoing $6M in annual savings.
Multi-state employer group:
Implemented an employer-funded Health Reimbursement Account
(HRA) to provide seasonal employees with a short term health
plan option. Saved the organization $500K in first-dollar
health care costs.
Metropolitan library system:
Consulted on design and implementation of ADA (Americans
with Disabilities Act) compliant digital library and created
terms-of-use statement.
Manufacturer’s Rep:
Re-engineered retirement plan design increasing deductibility by 100% and funding $100,000 apiece for the 2 key owners. Total retirement plan contribution to owners at 97% of contribution
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Sales Organization:
Developed key employee retirement package to reward commissioned personnel for high performance while increasing business owner’s share of total package 30%.
Economic development group:
Created a new, branded health care product utilizing a
tailored HRA wrapped around high-deductible and high co-pay
community plans. Negotiated service network with carriers to
include broader rural access.
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