Pre Renewal Planning and Benefit Plan Design

PK Financial Group begins each renewal consulting process by carefully listening to each client’s unique needs, problems and objectives which will provide us with the necessary information to conduct our Four Step Renewal Review Process.

Step One: Conduct Program Review and Benchmarking

Step Two: Develop Short and Long Term Strategic Plan

Step Three: Execute Strategic Solutions

Step Four: Perform Program

We look at each annual renewal as an opportunity. Our proactive renewal practice model and process is designed to make the annual renewal process an easy experience for you. PK Financial Group’s oversight of your programs gives you the assurance that your plan provisions are being met, performance measures are in place, plans and procedures are compliant, deadlines for the up-coming year are set and plans are operating optimally.

For more information about our firm and the services we offer, send us a quick email or call our office. We welcome the opportunity to speak with you. | (610) 355-4255