Company Information & Services

• Corporate Customers.
• Group Benefit Programs.
• Strategic Planning and Design Assistance.
• Roll-Out & Implementation.
• Ongoing Services.
• Solutions to Business Insurance Needs.
• Group Health, Group Life, Disability, and Dental.
• Long Term Care and Critical Illness.
• Voluntary Benefit Programs.

History

• Founded in 1976 as Fidelity Financial Planning.
• Initial focus: Financial security for owners of private businesses.
• Customer base grew to include larger corporations.
• Group benefits were added, and the benefits offering grew.
• Name changed in 2002 to Benefit Development Group.

Access to Additional Services

• Cafeteria Plans.
• COBRA Administration.
• FSAs, Dependent Care Accounts.

Staff

• Michael P. Tsotsis
• Christopher M. Powers
• Mark W. Fuller
• William E. Barry
• Heather Ball
• Maribeth Petrocelli
• Sandra Violette

You Can Rely On Our Value-Added Services

We are well versed in the various aspects of ERISA welfare benefit plans, including Form 5500s, SPDs, and related matters.

We are available to provide support, experience, and expertise in employee welfare benefit plans, including:

• Comparison of Competitive and Industry Benchmarking Data.
• Claim Report review and detailed analysis to help project plan needs and changes.
• Quarterly meetings to review information and claims data, with emphasis on alternative options.
• Quarterly updates involving changes in the employee welfare benefit marketplace.
• Compliance Support.
• Form 5500 assistance.
• COBRA, FSAs, HIPAA & HSAs guidance and assistance.
• Voluntary benefit plans and options.

Don't hesitate to contact us.