Annual Stewardship Reporting

We at JRW Associates, Inc. are committed stewards of your resources. As your trusted benefit advisory firm, we value our responsibility to help you manage your employee benefits program.

Throughout your benefits plan-year, we engage with you to address all of your benefit needs. During the plan year, we provide a summary report of your benefits , including:

Benefits Benchmarking & Analysis

Leveraging our firm’s ownership stake in the national United Benefit Advisors organization, we provide a comprehensive analysis of your benefit plan to help you make informed renewal decisions. Comparing your plan to national, regional, and industry-specific statistics, we offer you improved strategic planning information that you can rely on to ensure that your costs and benefit offerings are competitive. A competitive benefit package helps you attract and retain top talent in your organization.

Historical Stewardship & Services

We will provide you with the historical perspective of past decisions made and their implications to your budget. This is a valuable tool to ensure that your long term benefit objectives are met.

Benefits Administration & Employee Communications

Year-round benefits’ planning is the foundation of our services. Your monthly planning calendar is prepared with your team to outline an employee benefits strategy for the entire year. Your Employee Benefits Center (EBC) is maintained to provide a central communication tool to your employees for all of their HR and Employee Benefit information. Employee Benefit Statements and other direct employee communications are distributed throughout your benefit plan year.

Regulatory Alerts & Compliance Education

We stay informed of compliance and legislative changes that impact your benefits plan, so that we can keep you advised. Monthly webinar topics, newsletters and compliance alerts are sent to your team as part of our educational services provided throughout the year.