What we do.
Our primary engagement is Benefit Asset Management (BAM). An audit-first model that begins with a Commission Transparency Report and continues with quarterly oversight, helping your fiduciary committee meet its duty without relying on the incumbent broker to police itself.
Continuous fiduciary support, audit-first.
BAM begins with a 3-week Commission Transparency Report, a per-vendor map of disclosed and undisclosed compensation flowing through your plan. From there, we operate as a quarterly extension of your benefits and finance teams: monitoring plan performance, contracts, and cash flows so your fiduciary committee can meet its duty without relying on the broker to police itself.
- 3-week Commission Transparency Report (CTR) before any longer-term commitment
- Quarterly oversight reports your fiduciary committee can act on
- Continuous monitoring of plan performance and vendor compensation
- Plan Optimization: streamline commission flows, sharpen vendor scope, improve value from partners
- Audit-ready workspace shared with finance and General Counsel
The 3-week pre-engagement audit. Every dollar, disclosed and undisclosed, flowing through your plan, mapped, sourced, and quantified. Most clients see their program for the first time when they open it.
See the CTR →A right-sized alternative based on the size of your challenge. Same transparency, lighter scope. Offered after the CTR if a full BAM engagement isn’t the right fit.
Discuss CMP →The CTR lands inside 30 days.
Strategic oversight above your broker.
Plan Performance Partnership assists in the strategy for your health and welfare program. We are not here to replace your broker or your consultants. The work is different, elevated, and far more focused: long-term commission management lives inside BAM, but commission optimization is a meaningful piece of what this practice does. From the same seat, we sit alongside senior benefits leadership to hold key partnerships accountable on behalf of the plan, optimizing the structure of services your partners deliver, stress-testing renewal decisions, and providing a second opinion on the critical deliverables that come across your fiduciary committee’s desk. Engagements are deliberately selective, limited each year to a small number of large employers running complex health and welfare programs.
- Strategic oversight layered above an existing broker relationship
- Annual scorecards on incumbent broker and vendor performance
- Renewal-prep counter-strategy and board-ready reporting
- Vendor benchmarks and best-alternative analysis
- ROI audits on point-solution vendors (wellness, disease management, carve-outs)
- Direct support for benefits leadership through quarterly reviews
- Broker RFPs, scored on weighted rubrics alongside actuarial and pharmacy
- Facility and provider price audits, surfacing where hospital pricing, not utilization, is moving costs
A limited number of Plan Performance Partnership engagements