At SullivanCurtisMonroe, we set a high standard for service excellence, consistently striving to best assist your company with its unique set of challenges. Our customized solutions reflect a continuing commitment to achieving the optimum solution for meeting your business needs.

Our wide range of services includes the following:

• Creating a Benefits Strategy: Our consultants will work with you to understand and identify the aptitudes and attitudes that are key to your organization in order to create a plan that will best achieve your objectives.
• Planning: Approximately 60 days prior to your renewal date, we will obtain updated census information, then contact carriers to obtain the best quotes. As a basis for future planning, we will work with you to determine what programs have proved most effective in the past.
• Person-to-Person Renewal Evaluation: We will share our assessment of your program, then plan the service approach that will best meet your business needs.
• Service Standard Agreement: Once your expectations are established, we will create a plan to achieve your objectives. A service standard agreement will be executed and a timeline will be created to ensure the timely implementation of the agreed-upon plan.
• Enrollment Meetings: We will prepare a timeline for enrollment meetings at all client locations, overseeing the preparation of communications materials and the completion of administrative follow-up. We will also coordinate post-enrollment visits during the first 90 days to ensure a smooth transition.
• Quarterly Updates: We will meet with you quarterly to evaluate the performance of your programs.
• Survey Analysis: We will prepare and administer a custom-tailored survey of your employees to determine their understanding and usage of your benefits program.
• Training Services: We will offer results-driven seminars on a variety of topics, including human-resource issues, legislative changes and new technologies.
• Health & Wellness Fairs: We will assist with the implementation of a variety of health awareness events for your employees.
• Carrier Service Days: We will set up and facilitate meetings with insurance carrier representatives to enable employees to ask questions and address problems face-to-face.
• Technical Outsourcing: We offer a wide range of outsourced human-resource support with a focus on providing high quality, cost-effective administration.
• Section 125 Support: We will provide a feasibility study to determine if you will benefit from Section 125 and assist you in the implementation of a plan.
• 5500 Filing: We will assist in obtaining Schedule A forms, review the necessary information and help with the completion of signature-ready 5500 reports.
• 401(k) Plans: We will help to design and implement an industry-competitive 401(k) plan, or review an existing plan to make sure that a successful program is in place.
• EAP Assistance: We design Employee Assistance Plans that give employees and their family members access to confidential personal counseling.
• Compliance Review: Our review blends technical design and compliance expertise to evaluate your COBRA, FMLA, HIPAA, Employee Handbook, and other procedures regarding an employer's legal compliance responsibilities.
• Executive Employee Benefits: We offer full-service expertise in Life Insurance, Estate Planning, and Personal Insurance.
  
  For more information, contact Pat Brown, Senior Vice President, at (949) 852-4804 or (800) 427-3253. Or e-mail pbrown@sullicurt.com.