Financial Analysis

Data-driven reporting to enrich business decisions

At Foundation Strategies, we understand the beginning of meaningful analysis is the collection of relevant data. We work closely with your vendors to gather and consolidate benefits-plan information to create regular reports that enable you to make timely decisions. And help us monitor the strategic direction and design of your benefits program.

Your tailored reports may include:

• Itemized employee contributions
• Plan accounting
• Plan costs by employee or member
• Aggregate stop-loss reporting
• Calendar year or fiscal year group health plan reconciliation
• Retiree accounting for FAS 106 accounting and reporting

Ongoing rate development, plan projections and negotiation assistance

• COBRA rate development and annual adjustments
• Renewal assistance, including financial and plan negotiations
• Budget assistance including plan projections and estimated plan change savings