Benefits Consulting

PBI’s benefits practice is comprised of actuaries and group benefits consultants from a variety of backgrounds and experience. Our team of benefits consultants is supported by PBI’s actuarial and investment associates who provide technical valuation skills, stochastic modeling expertise as well as assistance in completing routine tasks. The scope of services that we provide for our clients includes the following:

  • Strategic plan design, costing and implementation
  • Vendor selection and management
  • Renewal analyses
  • Aid with negotiations and claims management issues
  • Plan experience monitoring
  • Benefits communications
  • Coordination of trustee meetings
  • Actuarial services for self-insured plans
  • Investment management
  • Claims and contribution experience monitoring
  • Financial projections and analytics
  • Post-employment and post-retirement liabilities
  • Preparation and review of plan documents
  • Securing trustee and fiduciary liability insurance