Coordinate property and casualty coverage to enhance protection and risk mitigation with:

• Directors & Officers insurance – to cover members of their Board of Directors Cyber insurance – to protect the organization from the effects of cybercrimes Association liability insurance – to protect against potential lawsuits arising from services they offer Event cancellation coverage – to guard against the financial risk of holding its annual industry event

Bolster retirement plan offerings to provide greater value with:

• A 457(b) plan that offered a more robust fund lineup for all plan participants A 457(f) plan that enabled our client to offer deferred compensation to a small but critical subset of their workforce

Relieve administrative burdens associated with managing benefits by providing:

• Comprehensive communications that incorporate retirement details along with benefits information, which can be especially helpful at open enrollment Best practices and tools for managing fiduciary responsibilities to keep retirement plan in compliance with government regulations Streamlined processes that seamlessly integrate benefits provided by the same carrier, for example, funding retirement plan contributions if an employee goes out on short term disability Optics into trends that allows us to proactively meet future needs for additional offerings as the organization continues to grow, e.g. HSAs, estate planning, etc.

Streamline communications to ensure effectiveness of all programs

• Retirement and Employee Benefits meet with the client together for one open enrollment meeting each year. All teams communicate regularly and have full visibility into all programs to ensure we are delivering the level of service our client expects.