Bates & Company, Inc.
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Loan & Distribution Specialist AimPoint Pension
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AimPoint Pension
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Compass
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Regional Vice President of Sales The Retirement Plan Company
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Evaluating Private Exchanges: A Two-Step Process
The Institute for HealthCare Consumerism [IHCC] June 22, 2015
"First, an employer needs to decide what they hope to accomplish by moving to an exchange. Reflecting on their own structure and strategy around employee benefits and determining what they want to accomplish by moving to an exchange will streamline the decision-making process.... The second step is vetting and evaluating the different exchanges based on the employer's specific strategy, structure and budget."
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