Employee Benefits

Managing Your Employee Benefits Plan so it doesn't Manage You

President's Club's Level Broker
Proprietary Funding and Wellness Options
Plan Analysis & Benchmarking
Human Resources & Compliance Advice

We leverage our extensive working relationships with major insurance carriers including Blue Cross, United, Cigna, Aetna, and Coventry to bring our clients the best rates and plan possible. We are YOUR advocate.

We have been influential in bringing savings to our clients through self-funded, level-funded, fully-insured and consumer directed plan designs. When looking for an employee benefits partner, you need to look beyond the typical broker and find one that can simply explain and effortlessly walk you through the best plan for your company's unique needs.

The Difference We Bring:

Pendleton Financial’s employee benefits professionals are specialists in the design, admin and management of employee benefits and retirement services. Our mission of creating a long-term sustainable benefits packages is accomplished with strategic planning and implemented with the following elements:

Claims Trends & Utilization Analysis
Renewal Support and Negotiation
Employee Benefits Newsletters
Customized Benefit Websites
Wellness Plan Design
Enrollment Services
Legislative Updates
HR Resources
Employee Education
Retirement Strategies
Actuarial Consulting
Compliance Reports
Contribution Strategy Consulting
Benchmarking and Forecasting
Employee Benefit Communication
Educational Workshops & Seminars

Employee Benefits Products:

Health Insurance (Medical)
Prescription Drug Plans
Dental & Vision Insurance
Short & Long Term Disability
Life Insurance
Long-Term Care Insurance
Health & Wellness Programs
Actuarial Consulting Services
Employee Assistance Programs
Voluntary Employee Benefits Programs
Flexible Spending, HRA & HSA
COBRA Services and Support

Pendleton Financial combines over 35 years of history with a modern approach to providing solutions to our clients' medical and supplemental benefit plans.