Does your employee benefits consultant offer the most value for your organization – not just the monetary cost but the best service and support?
Shelter Bay Financial’s expert employee benefits consultants will help you develop an effective benefits or pension plan for your people. From start to finish we’ll help choose the right insurance provider for your organization to match your management objectives and business philosophy.
Our benefit consulting services include:
- Analyze your existing group benefits or pension plan.
- Create, implement and manage health, dental, short-term and long-term disability plans.
- Help introduce the employee benefits programs to your people.
- Produce and manage member/ employee communications such as, printed, web-based, electronic communication platforms.
- Consultation with and presentation to management, trustees and employees.
- Manage and monitor pension investments.
- Institute and monitor plan governance criteria in accordance with the Capital Accumulation Plan ( CAP) guidelines.
- Individual estate, retirement and financial planning services.
- The effect: Employee Benefit plans designed to meet your group’s needs.
