Employee Benefits


Benefits Consulting

Waldron Partners utilizes strategic relationships with benefit carriers, technology vendors, and administrators, which allow us to focus on the needs of our customer. Our mission is to deliver the most efficient, fiscally responsible benefit program to every relationship. We want to be sure your benefits and human resource goals fit your strategic business goal. We help examine where your company would like to be in the future and how to get there through:

  • Strategic benefit planning
  • Plan design analysis
  • Strategic plan management and reporting
  • Contribution strategies
  • Request for proposal and vendor selection
  • Quarterly financial review
  • Product placement and consulting
  • Risk management

Administrative Services

Aside from selection and implementation of optimal human resource and benefits system, we also form partnerships with our clients through implementation of new benefit plans, customization of eligibility platforms, and ongoing communication of benefits information to employees. These services include:

  • Traditional and electronic billing
  • Enrollment and eligibility management
  • Employee customer service and support (toll-free 800 number)
  • Customized benefit communications
  • Compliance assistance
  • COBRA/HIPAA administration
  • FSA administration
  • Carrier integration
  • Dedicated service and support
  • FMLA administration
  • Signature-ready Form 5500s

401(k) Plan Services

Our team provides a full array of 401(k), 403(b),* 457,* non-qualified deferred compensation plans, and other defined contribution and defined benefit plans. Having selling agreements with all the top 401(k) plan providers, we help plan trustees navigate the ever-changing legislative landscape involved with administering a qualified retirement plan for employees. Plan sponsor services include:

  • Creative plan design
  • Fee analysis and request for proposal services
  • Plan trustee due diligence
  • Plan audit support
  • Participant education

*Available through our strategic partnerships.

Full Disclosure Fee Transparency

Waldron Partners' compensation is fully disclosed to our clients. Our full-disclosure policy reflects our belief that plan sponsors are required to understand their plan's fees and expenses associated with services rendered.




Introductory Meeting

Our firm offers two complimentary meetings. The first meeting is a virtual meeting to understand your financial goals, the second meeting is an opportunity for us to show you how we can help.

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