Saturday, May 19, 2012

Like a fine restaurant, you may
not eat everything that's on
the menu, but it's nice to know
what's available in case you get
hungry later on.

Business Solutions

Benefit Plan Management

Health & Lifestyle Management

Employee Communication
& Education

Financial Analytics
& Benchmarking

Compliance

Retirement
& Financial Independence

Employee Engagement
& Leadership Development

Online Enrollment Wellness Program & Topic Resources State of the Union (Benefit Handouts - Quarterly) Claims Reporting Packages Compliance Dashboard Group Retirement Plans 401(k), 403(b) Custom Surveys (Cultural Alignment, Employee and Employer)
Dedicated Customer Service & Problem Resolution Promote Annual HRAs, Physical Exams, & Preventive Care Exams Total Compensation Statement National Health Plan & Ancillary Surveys Internal Compliance Department Advice Executive Wealth Management Personality Profiling
Renewal & New Plan Management & Analysis
(Incl. Go-To-Market - RFP)
Health Fair Initiatives Informational Webinars National Employer Opinion Survey Legal & Compliance Solutions
(HIPAA, HITECH, Form 5500 Prep, etc.)
Defined Benefit Plans Reward & Incentive Programs
Plan Implementation & Support (Incl. Plan Document Prep) Immunizations / Flu Shots Lunch-and-Learns Actuarial Consulting & Modeling Services Claims Audits (For Self-Funded Health Plans) Financial Planning Leadership Development
Strategic Planning Biometric Screenings Employee Benefit Centers
(Employee Information Portal)
Plan Analysis Tools (Medical Reserve, Stop Loss, HRA, HSA, PBM, Sect 125, etc.) Labor Law Consulting Services Investment Consulting 360 Degree Assessments
Call (Help) Center Telemedicine Programs / On-Site Clinics Employee Benefit Communication Materials
(Post Cards, Posters, etc.)
Predictive Modeling, Medical Risk Management
(For Self-Funded Health Plans)
HRInsider
(HR Information Portal)
Executive Compensation Cultural Alignment Assessments & Development
COBRA Management Wellness Culture Assessments HR Elements Newsletter Financial Dashboards Compliance Webinars & Education Buy-Sell Coverage Key-Man Coverage Employee Engagement Dashboards
Claims & Underwriting Advocacy Disease Management
(For Self-Funded Health Plans)
Health Care Reform Impact Studies Benchmarking Analysis
(by Industry, Geography, & Company Size)
Compliance Newsletters / Alerts Due Diligence Reporting Online Community

Securities and investment advisory services offered through FSC Securities Corporation, member FINRA, SIPC and a SEC-registered investment advisor. Neither RFG nor UBA are affiliated with FSC Securities Corporation or registered as a broker-dealer or investment advisor.

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1700 W. 6th St.
Austin, TX 78703

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