SFI - Oferta de Servicios Inteligencia Financiera - Wealth Advisory Services
Employee Benefits comprehensive wealth advisory and estate ... · comprehensive wealth advisory and...
Transcript of Employee Benefits comprehensive wealth advisory and estate ... · comprehensive wealth advisory and...
At a Glance
Fortune 360 Group provides expertise in retirement plans and employee benefits for businesses, as well ascomprehensive wealth advisory and estate planning. Our approach to employee benefits is to automatehuman resources, cut costs of healthcare administration, and be proactive with claims management.Fortune provides employee benefits solutions across the country. The partners at Fortune 360 Group havewritten over $55 million annually in insurance and in 2019, advised on over $195 million in investments.
We have clients located in 21 states!
Advisory Services Offered Through Fortune 360 Group LLC, a Florida Registered Investment Advisory Firm and/or Investacorp Advisory Services, Inc., a SEC Registered Investment Advisory Firm. Securities are by licensed individuals offered through Investacorp, Inc., a Registered Broker/Dealer, Member FINRA and SIPC.
Florida • Washington • North Carolina | (954) 800 – 5500 or (253) 286 – 401K
Employee Benefits
Our Team
Wealth AdvisoryEmployee BenefitsRetirement Plans
• Retirement Plan Services• Group Employee Benefits• HR & Benefit Automation• Wealth Advisory Services• Estate Planning
• Life, Disability & LTC Insurance• Business Consulting Services• Business Transition Planning• 1031 Exchanges
Jessica R. SimpsonWealth Advisory Dept. [email protected]
Gabriel AyerbeGroup Benefits Dept. [email protected]
David RoachWealth Advisory [email protected]
Gregory Freitag,CFP®, MBA, AIF®, CLU, ChFCFinancial [email protected]
Dustin Jones, CFP®
Financial [email protected]
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AN INNOVATIVE FINANCIAL SERVICES FIRM
Fortune 360 Group LLC | Florida - Washington - North Carolina | (954) 800-5500 or (253) 286-401K
Employee Benefit ServicesProgram Assessment & Cost Containment
Compliance Guidance & Support
Health Care Reform
HR Support & Technology
Account Management
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AN INNOVATIVE FINANCIAL SERVICES FIRM
Healthcare Advocate
A team of personal health
advocates
No waiting on hold
Evaluating healthcare needs in
claims review
Results driven service
Fortune 360 Group LLC | Florida - Washington - North Carolina | (954) 800-5500 or (253) 286-401K
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AN INNOVATIVE FINANCIAL SERVICES FIRM
HR ConsultingCall Center Operation- PHR or SPHR Certified- 10+ HR generalist experience- Internal / external consulting experience
Compliance(ERISA, FMLA, FLSA, COBRA, ADA, EEO, etc.)
Recruitment & Selection
Compensation & Benefits
Employee Relations / Communications
Employee Separation
Fortune 360 Group LLC | Florida - Washington - North Carolina | (954) 800-5500 or (253) 286-401K
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AN INNOVATIVE FINANCIAL SERVICES FIRM
Fortune 360 Legal Assistance
One of the premier ERISA firms in the country
ERISA attorney as a resource at reduced cost
Compliance alerts and checklists
Marathas, Barrow & Weatherhead LLP
Fortune 360 Group LLC | Florida - Washington - North Carolina | (954) 800-5500 or (253) 286-401K
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AN INNOVATIVE FINANCIAL SERVICES FIRM
Fortune 360 Advantage HRHuman Capital Administration
Competency Development
Organizational Integration
System Enhancement
Learning Management
Performance Evaluation
Process Improvement
HumanCapital
Strategy
Fortune 360 Group LLC | Florida - Washington - North Carolina | (954) 800-5500 or (253) 286-401K
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AN INNOVATIVE FINANCIAL SERVICES FIRM
Level FundingWhat portion of your healthcare premiums does your provider give back to you? Common Example:• You have an annual plan cost of $1,000,000 and get nothing in return if under-utilized.
An Alternative – Level Funding$1,000,000 annual cost; $400,000 in Admin and Insurance costs & $600,000 held for paying claims.• If employees use $300,000 of claims pool, employer gets back $300,000
OR• If employees use $600,000 or more in claims, employer gets back $0
Worst case scenario, the employer receives no money back, but there is a huge annual upside potential.
Fortune 360 Group LLC | Florida - Washington - North Carolina | (954) 800-5500 or (253) 286-401K
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AN INNOVATIVE FINANCIAL SERVICES FIRM
Available 24/7/365. Resolves medical issues.
92% of Teladoc members resolved their medical issue with Teladoc.
Has great doctors. From wherever you are.
Quality care is only a call or click away. Median doctor call back time is 8 minutes. Now that’s access to care!
Our national network includes the highest quality
U.S. board-certified doctors, licensed in your
state.
Teladoc from home, work, or on vacation. Compare that with taking a day off from work to sit in a waiting room.
For less money.
Teladoc costs far less than urgent care or ER visits for non-emergency medical care. It also qualifies as an expense for HSA, FSA and HRA accounts
Fortune 360 Group LLC | Florida - Washington - North Carolina | (954) 800-5500 or (253) 286-401K
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AN INNOVATIVE FINANCIAL SERVICES FIRM
Fortune 360 Advantage Wellness
Consumer social network and health challenge platform
iPhone App & mobile web
Employer analytics, incentive engine & services
Fortune 360 Group LLC | Florida - Washington - North Carolina | (954) 800-5500 or (253) 286-401K
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AN INNOVATIVE FINANCIAL SERVICES FIRM
Fortune 360 Advantage Wellness
Friends & family are Free
Infinite Challenges Health Coaching for Employees
Progress Trackers
Participate with co-workers, friends and family. Social networking, badges, leveling and friendly competition make Hubbub feel more like a game than a wellness program.
Participate in challenges from the challenge catalog, your employer, or create your own.
Employees can work with a Hubbub Coach of your choice to receive extra guidance and support.
Track healthy activities and progress to reach your goals.
Incentives, contests, and prizesAbility to earn incentives/prizes from your employer or third parties for completing challenges.
Fortune 360 Group LLC | Florida - Washington - North Carolina | (954) 800-5500 or (253) 286-401K
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AN INNOVATIVE FINANCIAL SERVICES FIRM
Benchmark Drill Down
Clients can compare to others in their field with the Benchmark Survey Drill-Down feature. Access thousands of survey results to see how your plan stacks up against other employers.
Hospital - 34.7%
Physician & Clinical Services - 20.3%
Prescription Drugs - 20.7%
Dental - 4.3%
Other Professional Services - 16.4%
Home Health Care - 0.7%
Durable Medical Equipment - 0.6%
Nursing Home Care - 0.1%
Other Personal Care - 0.0%
Administrative Costs - 1.2%
Public Health Activity - 0.0%
Research - 0.0%
Structures - 0.0%
Other Non Durable Medical Products - 0.2%
Vision Care - 0.9 %
Fortune 360 Group LLC | Florida - Washington - North Carolina | (954) 800-5500 or (253) 286-401K
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AN INNOVATIVE FINANCIAL SERVICES FIRM
ComplianceSimple organized process to
evaluate, review and monitor your retirement plan. Fortune’s process allows you to focus on
your core business needs
BenchmarkingFortune 360 Group benchmarks
plans which evaluates fees, returns, employee and employer contributions compared to peers
in your specific industry
Invest Care MonitorFortune 360 Group works with
Fiduciary Analytics and The Firm Reports to assist in the review and
monitoring of investments
Fiduciary ProtectorHaving an advisor with the
capabilities to be a Fiduciary on your plan is paramount with new
regulations
EducationEmployee education is essential in
the success of a retirement plan through seminars and one on one
meeting Fortune helps employees appreciate their plan
Additional Services: Retirement Plans
Fortune 360 Group LLC | Florida - Washington - North Carolina | (954) 800-5500 or (253) 286-401K