Page 6 - Training Example

What we heard

Consultative approach

Are the plans aligned with
Is the plan
Are health risks
Do the employees
your inancial goals organizational Are the plans being managed? compliant? understand the plan?
competitive?
objectives?
BENCHMARKING AND TOTAL COMPENSATION FINANCIAL MODELING AND ACTUARIAL SERVICES
• Plan design review • Compensation analytics • Domestic steerage • Plan-design modeling
enhancement, development,
• Total reward work/life • Executive, physician, and mid- and analytics • Self-funded plan support and
programs level beneits analytics (data warehouse)
• Benchmarking studies • Lockton compensation and • Plan-cost projections • Custom inancial reporting
beneit surveys • Employee contribution packages
strategies
• Risk selection modeling
• Network access and quality • Plug and Play modeling tools
analysis
[CLIENT]

EMPLOYEE COMMUNICATIONS HEALTH PROMOTION AND RISK IMPROVEMENT

• Online beneit portals • Brainshark (ability to integrate • Leadership, culture, and • Trend analysis plan designs and
• Custom beneit brochures with learning management readiness assessment premium contributions tied to
and other printed material, systems) • Ongoing program evolution participation and outcome
e.g., postcards, QR codes, • Texting tools COMPLIANCE and performance metrics • Leveraging current clinical
newsletters, etc. resources domestically and
• Microsite − HRA and biometric
• Smartphone apps • Videos • Affordable • Wrap screenings service expansion into the
Care Act
community
document
• Annual beneit statement • Clinical review and
• 1095/1094 • ThinkHR recommendations
reporting
• COVID-19-
• 5500 iling related
compliance

[Client] — Lockton Total Rewards Practice overview 6 Lockton Companies