Making Employee benefits the priority
Holistic approach to employee benefits management
Making Employee benefits the priority
Holistic approach to employee benefits management
services offered to participants of Employer benefits
Employee Benefits Planning
Participating in the creation of plan documents detailing the plan rules for the administration, eligibility, and administration of the plan. Annual 5500 Filings and plan audits ensuring compliance with ERISA and DOL requirements.
Comprehensive Benefits Approach
Reviewing group plan benefits and looking at areas that overlap with current or government provided benefits to maximize efficiencies in the plan. Performing interdepartmental audits to make sure that plan is in compliance with ACA, ERISA, and DOL requirements.
What Makes Me Different From Other Benefits Managers?
I enable creativity and compliance to come together in order to present the best possible outcome for employee benefits management. From creating and monitoring benefits to filing compliance forms, I am ready to help.
about me
Eric F Bullock, ChFEBC ℠ CAS®
Eric Bullock, Benefits Consultant at Federal Wealth, LLC, a company specializing in employee benefits planning and analysis. Eric is also a Chartered Federal Employee Benefits Consultant, ChFEBC ℠ and a Certified Annuity Specialist CAS® which gives him the unique ability to analyze benefits offered to Federal employees and strategize to provide unique solutions for them.
Eric F Bullock was also a board member of the The Altus Award, an award given to individuals or organizations that are found to be providing fiscal responsibility and significant economic impact in the lives of Utah families. Here is a link to the news coverage for the 2017 Altus Award: https://www.abc4.com/news/local-news/gov-herbert-spotlights-utah-companys-work-in-education/862527473
For more information on the award, please click on The ALTUS AWARD Program Menu bar above
Minimizing the Overlapping of Benefits
You must take into consideration all of the benefits you are entitled to by the federal government and then look at areas in which there are overlaps so that you can focus on the areas that matter most
Communication and Implementation
Communication is key in having a successful benefits implementation of the agreed upon plan. The plan requires annual adjustments to make sure you are where you need to be as goals can sometimes change