Our Employee Benefits team customizes solutions to help recruit and retain the best employees.
The Plexus Groupe believes in partnering with clients on customizing innovative employee benefits solutions. We offer differentiated expertise and advanced resources in a wide range of benefit matters.
We provide logical program structure and design options tailored to meet your business goals. We will leverage our industry expertise and extensive carrier relationships to customize a benefits program that is right for your company and employees.
Our services include: consulting, technology services, employee communications, data analytics, compliance, human resources consulting and outsourcing services.
You deserve a trusted partner and advocate who will work in your best interest. Let our team assist you with the following employee benefits services:
Group Life and Accidental Death and Dismemberment Coverage (AD&D), including Supplemental Life and AD&D
Voluntary Products (Accident, Critical Illness, Legal, Identity Theft, Auto/Home, Travel Accident Coverage, etc.)
Employee Assistance Programs (EAPs)
Flexible Spending Accounts (FSAs)
The Plexus Groupe is proud to offer:
The Plexus Groupe’s OneLife Employee Assistance Program is a comprehensive, innovative resource that helps reduce employee absenteeism, engagement and retention, happiness and productivity by navigating work and life challenges. OneLife, an external broad-based plan, offers practical real-world solutions in a confidential, safe and supportive environment. This quality, cost-effective service provides integrative support for management and supervisors, providing the tools they need to address issues and lower absenteeism and turnover. The Plexus Groupe OneLife EAP is the clear choice for providing effective and efficient intervention options to care for a company’s most valuable asset, its employees.
Work Shield, an ERISA-qualified solution, acts as an employer harassment protection plan providing an independent, trusted and secure platform for employees to report an incident, investigated by a third party who then recommends an outcome based on findings.
Our Property & Casualty experts innovate risk solutions that empower success.
The Plexus Groupe is committed to helping growth-oriented companies improve cost efficiencies, reduce balance sheet exposures and protect valuable assets.
We have a multi-disciplinary team of specialists who analyze your risk exposures, loss history and contractual agreements. We will review your policies, make recommendations for improvement, and tailor a risk transfer program to your specific needs.
Our professionals in the property & casualty practice possess expansive knowledge and experience in a number of industry groups, providing our clients with effective risk management, insurance program design, and coverage placement.
Some of those industries include:
Commercial Real Estate
Hospitality and Leisure
Vehicle Service Centers
Property Management and Developement
Our claims administration and advocacy practice provide clients with a single, readily available point of access to carriers for all lines of coverage. We have the claims and legal expertise to address a wide variety of losses, and the industry relationships to work with adjusters, third party administrators, attorneys and others to ensure claims are handled timely, efficiently and prudently.
We provide consulting and insurance placement services for the following unique risk management programs, including:
Captives (Group, Single Parent, Cell)
Difference in Conditions (DIC) Programs
Large Deductibles/Loss Sensitive
Multi-National Property Programs
Quota-Share and Layered Property
COMMERCIAL INSURANCE COVERAGES
Risk Financing/Alternative Risk
Self-Insurance (Specific and Aggregate)
Stock Throughput Programs
Transactional Insurance Products (M&A)
Umbrella and Excess Liability Towers
Commercial Crime (including employee dishonesty and computer fraud)
Commercial General Liability
Commercial Property/Business Interruption
Directors and Officers Liability
Employment Practices Liability
International Coverages (Admitted and Non-Admitted Programs, Defense Base Act)
Kidnap, Ransom & Extortion
Inland Marine, Ocean Marine & Cargo
Hull and Protection & Indemnity
Cyber: Network Security and Privacy
Patent and Copyright Infringement
Political Risk Insurance
Professional Liability/Errors and Omissions
Railroad Protective and Stock
Surety and Bonding
Umbrella and Excess Liability
Worker’s Compensation and Employer’s Liability
Master Controlled Programs
Need Cyber Coverage?
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Click here to download our FREE Loss Control Guide for Restaurants
The Plexus Private Client Solutions team protects the life’s work of successful individuals and their families.
Plexus Private Client Solutions designs solutions for insurance challenges that face successful individuals and families. We understand that greater financial success often leads to a greater need for protection — not just for the home, cars or other physical assets, but also for the family name, reputation and legacy.
We know that personal insurance is more than just finding the cheapest policy. We identify and evaluate exposures and provide solutions that are based on more than twenty years of experience in this specialized segment.
Whether it’s for a bump in the parking lot or foot of water in your basement, filing an insurance claim can be stressful and inconvenient. We encourage our clients to contact our office during this difficult time so we can assist them in getting their lives back to normal as soon as possible.
Group Personal Umbrella
High-Risk Homes (located in areas where hurricanes, earthquakes, fires and floods are common)
Large collections of fine art, jewelry and other valuables
Homeowner’s - including vacation, rental and international locations
Automobile - including exotic, antique and collectible vehicles
Personal Umbrella - with limits up to $50 million
Personal Articles - jewelry, fine art, wine collections, etc.
Domestic Workers’ Compensation and Employment Practice Liability
Special Events - weddings, anniversaries, bar and bat mitzvahs
FOR A PERSONALIZED QUOTE FOR YOUR HOME AND AUTO COVERAGE, CLICK HERE.
Our Mergers & Acquisitions experts deliver diligent service and risk knowledge to ensure success for every deal.
In the mergers & acquisitions world, each transaction is unique, and the treatment of the known and unknown liabilities may ultimately determine the level of economic success for both parties to the transaction.
Identifying and valuing risk — and making recommendations for transferring the risk via an insurance vehicle, contractually or financially — is a primary value The Plexus Groupe provides for our clients, including our private equity and venture capital partners.
While The Plexus Groupe is one of the many subject matter experts included on the deal team, the risk identification and transfer role we provide is extraordinarily important. We will immerse ourselves in the target’s operations, contracts, historical insurance programs (past and current) and claim history.
We analyze the target company’s program structures with respect to risk management and commercial insurance, employee benefits and retirement plans to identify risk-related speed bumps that may derail the transaction. Further, the risk assessment includes post-close budgeting to ensure insurance-related expenses are appropriately identified.
Post transaction, we recognize the episode requires a flexible, custom approach as deployed in the pre-close due diligence process, to ensure the employees and balance sheet are protected appropriately for the risks assumed by the investment firm and new operating company. Managing the private equity and portfolio company relationship collaboratively is crucial to bringing efficient resolution to challenges that arise at the portfolio company level. We deliver upon this unique dynamic with a high degree of technical cost-benefit analysis, attention to detail, and thorough, precise communication.
Addressing both sides of the transaction with the same service commitment to communication and innovation allows The Plexus Groupe to realize our ultimate objective: ensuring that our clients realize maximum value at exit.
The Plexus Global Network spans the world to protect client exposures anywhere.
In 2015, The Plexus Groupe launched its own international broker network to support its growing international client base.
The Plexus Groupe Global Network has independent broker relationships and network affiliates in 130 countries to serve our clients’ exposures worldwide. This expansive network provides global regulatory compliance among other services in 70 contracted countries with clients represented on five continents.
Plexus Technology Service’s experts engineer systems that facilitate business.
Plexus Technology Services can provide the electronic benefits assistance you need, including a comprehensive, stand-alone solution for IRS Affordable Care Act compliance for Forms 1094-C and 1095-C.
As an IRS Certified Software Developer and Transmitter, The Plexus Groupe provides the following ACA IRS services:
Employee data collection from payroll, human resource information systems (HRIS) and medical carriers
Importation, audit, interpretation, testing, review, and validation for IRS Forms 1094-C and 1095-C
Review meetings with clients to ensure accuracy of data
Preparation, review and generation of Forms 1094-C and 1095-C
Secure electronic filing to the IRS
Distribution of Form 1095-C to employees
In addition to ACA filing services, The Plexus Groupe offers expertise in numerous other technological services and functions, including:
Technology consulting for HRIS and benefits administration systems
Benefit premium reconciliation services and allocation reporting (by location, department, cost center, etc.)
Benefit premium vs. payroll deduction auditing and reporting
Benefit carrier eligibility file feeds (EDI 834)
Benefit administration services
Benefit process design and documentation
RFP services - benefit administration and HRIS systems
Ad hoc IT consulting and support
The Plexus Financial Services, LLC team helps your organization find the perfect retirement solution.
Plexus Financial Services, LLC provides independent advice for retirement plans. We assist employers with their fiduciary obligations and help plan participants pursue their financial goals.
Plexus Financial Services, LLC can customize the following plans according to your objectives:
Defined Benefit Plans
Profit Sharing Plans
In addition to the various plans offered, Plexus Financial Services, LLC offers a variety of Retirement Services to assist in the administration of the retirement plan you choose, including:
3(21) Investment Fiduciary Services
Fiduciary Training and Education
Consulting on Fund Menu Design
Investment Monitoring/Committee Meetings
Provider Search and Selection
Annual Fee Benchmarking
Plan Design and Compliance Consultation
Employee Education and Financial Wellness Campaigns
HSA Consulting/RFP Services
At Plexus Financial Services, LLC our differentiation is based on our focus on corporate retirement plan advisory services. We are an independent and objective firm, free of any proprietary constraints or conflicts of interest. We advocate for our plan sponsors and their participants, delivering best-in-class solutions for our client’s retirement planning needs and objectives.
For more information, please visit www.plexusfinancialservices.com.
PLEXUS FINANCIAL SERVICES, LLC
General Communications Disclosure
Plexus Financial Services, LLC (“PFS”) does not provide specific investment, tax, and/or legal advice and the information referenced/provided is not specific to any company’s or individual’s circumstances. These materials are general in nature and provided for educational purposes based upon publicly available information from sources believed to be reputable and reliable; we cannot assure the accuracy or completeness of these materials and as a result, personal diligence should be completed before relying or acting upon the information presented. Any general information referenced/provided is not be construed as personalized investment, tax, and/or legal advice. Always consult an advisor, attorney and/or tax professional regarding your specific situation.
This communication is strictly intended for individuals residing in the states of Alabama, Arkansas, Colorado, Georgia, Illinois, Indiana, Louisiana, New Jersey, New York, North Carolina, Ohio, Oklahoma, Pennsylvania, Texas, Washington, and Wisconsin and does not provide any information regarding any offers or services directly provided by PFS. The information referenced/provided is not to be considered an offer to buy or sell, or a solicitation of any offer.
PFS is a wholly owned subsidiary of The Plexus Groupe LLC. Advisory services are offered through Plexus Financial Services LLC, a registered investment advisor with the SEC which transacts business in states where it is properly registered, or is excluded or exempted from registration requirements, member FINRA www.finra.com, and the SIPC www.sipc.com. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.
Strategic. Insurance. Solutions.
YOUR BUSINESS GOALS DEMAND IT.
With offices in Chicago, Dallas, and Oklahoma City, The Plexus Groupe is a premier independent insurance brokerage and risk management firm.
We offer our clients innovative insurance strategies and powerful professional resources to protect, preserve, and grow.