Services

Benefits Consulting » Services

We provide proven, comprehensive and integrated benefits consulting

Belay Advisory's full-service benefits consulting helps you take care of your employees. 

Our experienced and proven team delivers exceptional advice, innovative strategies, and reliable support to attract, retain, and sustain the talent you need.

You can count on our expert consultants to:

  • Take the time to understand your business, your workforce, and your specific goals;
  • Offer a uniquely Western Canadian perspective that comes from years of customizing successful strategies for competitive and dynamic economies;
  • Deliver the best options and service for employees and employers anywhere in the world; and
  • Exceed your expectations by delivering integrated advice, information, and strategies in all areas of employee benefits.

Employer-driven retirement plans support employees in two ways. They help ease the worry that people are making good retirement planning decisions today and that they’ll be financially secure in years to come.

Lisa Robson

Senior Consultant | Employee Retirement Plans

Employee Benefit Plans

Certainty for your employees – certainty for your business.

  • Plan design assessment and recommendations
  • Benchmarking to industry norms
  • Claims reviews and analysis
  • Plan consolidations due to mergers and acquisitions
  • Customized communication strategies and initiatives
  • Insured non-refund, refund, and administrative services only funding alternatives
  • Pooling and stop-loss protection
  • Marketing comparisons
  • Annual reviews
  • Renewal pricing negotiations
  • Executive benefit plans
  • International benefit plans
  • Plan administrator training and support
  • Trouble-shooting and day-to-day service

Employee Retirement Plans

Long-term planning for long-term employee relationships.

  • Plan design assessments and recommendations
  • Investment fund and manager performance analysis
  • Governance and compliance reviews
  • Benchmarking to industry norms
  • Plan consolidations due to mergers and acquisitions
  • Customized communication strategies and initiatives
  • Retirement and financial planning education
  • Executive retirement plans
  • International retirement plans
  • Plan administrator training and support
  • Trouble-shooting and day-to-day service

Employee Assistance Plans

Immediate, credible, confidential support when they need it - keeping your employees at their best.

  • Understanding issues and needs
  • Advice and recommendations
  • ­Employee, family, and organizational solutions
  • Management tools and resources
  • Health and wellness initiatives
  • Education and communication strategies
  • Integration with substance abuse policies
  • Critical incident coordination
  • Utilization review and analysis
  • Budgeted and fee-for-service plans
  • Plan administrator training and support
  • Trouble-shooting and day-to-day service

Employee Financial Plans

Accessible financial planning advice and assistance for anyone in your workplace.

  • Value-added, independent, and confidential advice from our dedicated financial advisor
  • Expertise in and experience with:
    • Financial planning
    • Understanding your retirement plan
    • Investment counseling
    • Wealth preservation strategies
    • Personal insurance solutions
    • Retirement planning
    • Transitioning into retirement

Employer-sponsored benefit plans provide employees and their families with ease of mind knowing that even when a crisis happens, their employer is taking care of them and ensuring a critical base of financial security.

Ester Scanga

Senior Consultant, Partner | Employee Benefit Plans