Strategy & Analysis

Long Term Strategy

Annual Planning

Annual Stewardship Meeting Mid-Year Planning Meeting Plan Marketing

Financial Analysis

Client Specific Benchmarking Plan Design

Utilization Analysis

Actuarial/Underwriting Services Rate Development

Renewal Negotiation/Analysis Reserve/IBNR Analysis

Union Negotiation Consulting Data/Claim Warehouse Analysis Network/Disruption Analysis

Acquisition Benefits Analysis


Compliance Calendar

ERISA Attorney

Plan Document Evaluation Wrap Document


ACA Reporting

5500 Filings

PCORI Notices

Administrative Support

Open Enrollment Support Employee Claims Support

EDI/File Feed Assistance Employee Advocacy Call Center HSA/HRA/FSA



Dependent Audits

Claims Audits

Enrollment Audits

Vendor Management

Vendor Billing Audits

Web Based HR Portal

Web Based Employee Portal HR Hotline

HR Training Portal


PBM Carve Out Consulting

Narrow/Tiered networks

Referenced Based Pricing

Case/Disease Management

Level Funding Solutions

Captive Solutions

Executive Benefit Programs

Retiree Buyouts (Life & Medical)

MEC Plans

Voluntary Benefits

International Benefits

Employee Engagement

Engagement Strategies

Communications Campaigns

Communications Materials

New Hire Benefit Summaries

Employee Surveys

Develop/Lead Enrollment Meetings

Total Compensation Statements


Wellness Program Consulting

Wellness Program Implementation

Outsourced Program Evaluation

Disease Management Programs

Flu Shots/Biometric Screenings


Retirement Plan Consulting*

Plan Design Review

Fiduciary File Creation and Maintenance

Trustee Meetings

Fiduciary /Trustee Training and Support

Investment Policy Statement Implementation & Review Investment Reviews

Vendor Focused Participant Education Strategy Participant Education Campaigns

1- to 2-Year Service Calendar

Monthly Service Reports

Plan Health Review

Service Provider/Fees/Service Review & Benchmark Plan Compliance & Governance

Audit Prep & Facilitation

Financial Wellness

In addition to the above, where desired, Veritas will develop in-house or work with best-in-class vendors to provide additional or custom services and resources.

*Retirement services offered by Veritas Retirement Consultants. Securities and advisory services offered through Royal Alliance Associates, Inc. member FINRA and SIPC. Veritas Retirement Consultants is a marketing designation. Group employee benefit services offered through Veritas Risk Services, which is not affiliated with Royal Alliance Associates, Inc. Royal Alliance Associates, Inc. does not offer tax or legal advice. All other listed entities are unaffiliated. This communication is strictly intended for individuals residing in the states of CA, CO, and IL. No offers may be made or accepted from any resident outside the specific state(s) referenced.

IMPORTANT CONSUMER INFORMATION: A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker-dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator. FINRA and SIPC.