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Kite Arrows

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Benefit Plan Compliance And Reporting

  • Affordable Care Act Requirements
  • Federal agency requirements (IRS, DOL, CMS, HHS)
  • Federal and state laws

Self-Funded Plans

  • Administrative services only (ASO)
  • Stop loss
  • Risk management (MGU)
  • Medical claims analytics
  • Prescription benefits management
  • Disease/care management

Consumer-Directed Healthcare

  • High-Deductible Health Plans (HDHPs)
  • Health Savings Accounts (HSAs)
  • Health Reimbursement Arrangements (HRAs)

Benefits Administration

  • Examining current workflow(s)
  • Identifying areas of inefficiency/redundancy
  • Recommending technology solutions, when appropriate, to streamline the process
  • Implementing and supporting systems

Wellness Programs

  • Employee assistance programs (EAPs)
  • Health risk assessments
  • Health/lifestyle coaching (onsite, Web- or telephone-based)
  • Smoking cessation
  • Weight management
  • Disease management

Actuarial Services

  • Review of plan performance
  • Development of cost-saving solutions
  • Benefit plan design and analysis
  • Retiree health valuations (FAS 106 and GASB)
  • Development of premium equivalent rates for self-funded plans
  • Medicare Part D actuarial attestations
  • Analysis related to consumer-directed health plans (CDHPs)

Legal Compliance

  • Privacy
  • Personnel files
  • Record retention
  • Labor and leave laws

HR Strategy

  • Culture
  • Recruitment and selection
  • Performance management and coaching
  • Employee development
  • Succession planning and leadership development
  • Compensation, rewards and benefits
  • Compliance, policy and procedures
  • Handling and managing change
  • Business process


  • Behavior-based interviewing
  • Team building
  • Performance management and coaching
  • Leadership training
  • Project management methodology
  • Change management
  • Time management
  • Conflict resolution
  • Business communication
  • Strength deployment inventory
  • Personality profiles/assessments

Commercial Lines

  • Real and personal property
  • Bonds and surety
  • Business income exposures
  • Workers’ Compensation
  • Machinery and equipment breakdown
  • Auto liability and physical damage
  • Excess/umbrella liability
  • Executive liabilities, including:
    • Directors and officers
    • Employment practices
    • Miscellaneous errors and omissions
    • Crime and fiduciary

Areas of Focus

  • Real estate (commercial and residential)
  • Manufacturers
  • Wholesale and retail operations
  • Health care
  • Hospitality
  • Construction
  • Government

Understanding You

  • Goals and objectives
  • Net-worth analysis
  • Cash-flow analysis
  • Legacy wishes
  • Gifting and philanthropy

Customized Financial Planning

  • Retirement needs
  • Distribution strategies
  • Education funding strategies
  • Survivor needs
  • Disability coverage
  • Long-term care
  • Life insurance
  • Estate planning
  • Asset allocation and repositioning
  • Portfolio performance and benchmarking

Comprehensive Wealth Management

  • Conservation of wealth
  • Wealth transfer
  • Trust integration
  • Charitable giving
  • Leveraged gifting
  • Tax strategies
  • Executive compensation
    • Deferred compensation
    • Stock options
    • Concentrated equity positions
    • Business planning
    • Income planning
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