Consulting
Process improvement consulting
I love helping businesses run more efficiently. Let me come help identify ways your business could be running more smoothly and save you time and money. My steps are as follows:
Is your financial firm looking for someone with plan administration experience to review your client’s plan documents?
Are you considering creating a plan for your company but are unsure what kind would work best for you?
I offer a wide range of consulting services in the area of employee benefit plans.
Many financial firms find an auditor’s point of view to be a helpful tool, but don’t want an actual audit to identify potential areas of improvement. Drawing on my experience as both a TPA and an auditor, there are a variety of ways in which my consulting services will benefit your financial firm. I can review your client’s plan documents, reviewing for any possible compliance issues, checking for control and efficiency issues, and analyzing the plan type and contribution style to ensure it is a good fit for your client's company. If there are any other ways in which having another qualified professional review your plan documents would benefit your firm, please contact me today to discuss personalized consulting services.
I love helping businesses run more efficiently. Let me come help identify ways your business could be running more smoothly and save you time and money. My steps are as follows:
- Identify the process to be improved
- Analyze the current process
- Design an improved process
- Test the improved process
- Implement the improved process
- Continuously check-in and monitor to ensure the improved process is continuing to function well
Is your financial firm looking for someone with plan administration experience to review your client’s plan documents?
Are you considering creating a plan for your company but are unsure what kind would work best for you?
I offer a wide range of consulting services in the area of employee benefit plans.
Many financial firms find an auditor’s point of view to be a helpful tool, but don’t want an actual audit to identify potential areas of improvement. Drawing on my experience as both a TPA and an auditor, there are a variety of ways in which my consulting services will benefit your financial firm. I can review your client’s plan documents, reviewing for any possible compliance issues, checking for control and efficiency issues, and analyzing the plan type and contribution style to ensure it is a good fit for your client's company. If there are any other ways in which having another qualified professional review your plan documents would benefit your firm, please contact me today to discuss personalized consulting services.
