In the employee benefits consulting (EBC) practice, we help employers efficiently align their corporate goals with their benefits policies. As the leader of this group, I’m proud of how this service area has grown and reached clients in every industry. We’ve saved our business owners millions of dollars in health benefit plans, 401(k) and retirement benefit plans, and employee stock ownership plans (ESOPs) by acting as their lens into the world of benefits.
Owners look to us for solutions that allow them to efficiently take care of their people. Some are looking for smoother operations and increased profits for management. Others want creative ways to keep their employees happy or a gut check on their current policies. We help our clients be successful in attracting, keeping, and rewarding their staff.
I’m happy that we’ve expanded Plante Moran’s wealth of services to focus on this client area. I’m also proud of recruiting staff who are smarter than me and seeing them progress in their careers. Colleagues know me as someone who comes in early and stays late. It’s been 20 years at Plante Moran, and I still couldn’t see myself working anywhere else.
Industry and service groups regularly invite me to speak at a variety of events because of my knowledge of healthcare reform, compliance matters, IRS compliance programs, and more. I’m a member of the Conference of Consulting Actuaries, the American Society of Pension Actuaries, and The ESOP Association.
