PBI offers a broad assortment of Benefits consulting services to ensure your plan delivers its promised benefits while assuring beneficiaries receive the most out of their plan.  PBI’s Benefits consulting services include:

• Plan design and implementation
• Vendor selection and management
• Actuarial valuations
• Development and maintenance of plan documentation
• Securing Trustee and Fiduciary Liability Insurance

In addition to these core service offerings, PBI is pleased to offer the following value-added services:

Experience Monitoring

PBI will monitor and compare rates for similar plans in order to ensure plan beneficiaries are receiving the best value for their contributions.  We will also work to determine the actual costs of the plan, and compare beneficiary experience to plan rates in order to pre-emptively address plan challenges and maintain service level standards.

Benefits Communications

PBI will work with plan administrators to draft and deliver communications to plan members – ensuring that the message delivered is valid and accurate.  This also includes the delivery of this message in person when required, as well as the preparation of plan documentation and member booklets.

Coordination of Trustee Meetings

In addition to standard plan administration and governance tasks, PBI will coordinate and direct meetings for plan trustees as necessary.

For more information regarding PBI’s Benefits Consulting services, please contact Avinash Maniram.