際際滷

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Powerful Employee
Benefit Solutions for a
 Post Health Reform
  (PPACA) World

        2012
Ideal Client Philosophy

   Values innovative, creative and fresh approach
   Recognizes the value of specialized knowledge
   Benefits are a part of a corporate strategic plan
   Benefit management is risk management
   Value placed on personal long term relationships
Corporate Lifecycle
                                                              LEVEL 4
                                          LEVEL 3             Comprehensive
                                          Advanced
                     LEVEL 2                                   Fiduciary
                                           Risk Assessment
                     Moderate                                 M &A
LEVEL 1                                    Technology
                      Compliance                              Financials
Basic                                      Reporting
                      Communication                           Stock Price
 Objectives                               Efficiencies
                      Administration                          Documentation
 Culture                                  Documentation
                      Compensation                            Morale
 Plan Design                              Benchmarking
                      Tax Strategies
 Vendors                                  Financing
                      Carve Outs
 Cost                                     Executives
                      Benefit Advocacy
                                           Customization

            Benefit Focus Changes as the Corporation Matures
An Independent, Objective
 Advisor
Guiding Principles         Consultants Perspective
    Integrity              Focused on objectives
    Objectivity            Applies solutions utilizing the
                             best resources available
    Innovation             Performs advisory role working
    Team Approach           as a Quarterback
    Relationships          Engagements are ongoing
    Community              Measured by overall results


          Knowledge, Application and Service
Strength in Partnership
 Member firm of NFP Benefit Partners with over
  185 offices, 2,000 benefit professionals and 40,000
  corporate clients.
 #8 Top Insurance Broker Globally (Bests Review)
 #1 Executive Benefits Provider (PlanSponsor
  2009)
 #1 independent distributer for top-tier carriers
  (carrier data)
 Top 10 Independent Broker/Dealer
  (by Financial Planning and Financial Advisor)
Comprehensive Benefit Offerings

   Health and Welfare Corporate Planning
   HRIS and Benefit Enrollment Technology Support
   Retirement Planning and Fiduciary Services
   Executive Benefit and Compensation Plans
   Business and Succession Planning
   Estate and Wealth Accumulation Planning
Powerful Support Solutions

   Thought Leadership and Knowledge Sharing
   Compliance and Regulatory Support
   Education and Communication Solutions
   HR Administrative Service Support
   Proprietary Decision Support Tools and Resources
   Implementation Support to Facilitate Technology
    Set-up, Employee Education and Plan Installation
Proprietary Platform and
 Protection
 Health Reform (PPACA) compatible employee
  communication and enrollment platform used to
  assist clients in managing benefit plans in a post
  Health Reform environment
 Proprietary product suite, Employee Protector 息
  designed to maximize the perceived value of
  corporate benefit investments.
Employee Protector息

 Protects your employee and their families
  emotional, physical and financial health.
 Provides powerful support tools to employees and
  their dependents to maximize, manage and
  efficiently utilize health care services.
 Provides information and support for identity
  protection, financial fraud and resolution of
  security breaches.
Executive Protector息

 Protects your executives and their families
  emotional, physical and financial health.
 Provides more concierge level services to
  executives and their dependents to maximize,
  manage and efficiently utilize health care services.
 Provides additional preferred access to top
  providers, medical travel assistance and
  management of personal EMRs.
Annual Benefit Services
   Strategic Benefit Planning
   Technical Assistance
   Vendor Selection and Management
   Legislative and Regulatory Counseling
   Document Review
   Administrative Assistance
   Employee Communication
Strategic Benefit Planning
 Perform annual review of company objectives
 Review plan performance both financial and
  non-financial quarterly or annually
 Assess Health Reform (PPACA) strategies
 Review market conditions & trend analysis
 Provide insight into the regulatory climate
Technical Assistance
   Review and recommend value-based plan designs
   Recommend employee contribution strategies
   Monitor plan cost/claim trends to mitigate risk
   Assist in annual budgeting and projections
   Assess and amend risk management strategy
   Engage actuarial review as necessary
Vendor Selection Process
   Identify vendors who can meet business objectives
   Perform vendor due diligence
   Develop RFP specifications and process
   Evaluate proposed services and plan designs
   Negotiate final underwriting and contract terms
   Assess implementation and communication
    program of new plan features
Vendor Evaluation Factors
   Product suitability
   Underwriting requirements
   Contractual matters
   Technological capabilities
   Claims paying ability and payment history
   Carrier Financial Strength
   Product pricing
   Policy holder services
Ongoing Vendor Management
 Regular evaluation of service providers
 Address matters relating to vendor performance
 Resolve claim issues, billing matters and other
  administrative concerns
 Monitor and implement new services
Regulatory Review
and Compliance
 Monitor legislative and regulatory developments at
  the State and Federal level
 Address ERISA, Federal and State compliance
  matters within all benefit plan platforms
 Keep clients updated and informed on all HR
  related compliance alerts
 Coordinate government filings where required
 Utilize compliance tracking software as needed
Document Review

 Review plan documents, contracts and amendments
  for compliance with plan specifications and
  corporate objectives
 Review insurance contracts and agreements to
  ensure proper definitions and coverage is provided
 Suggest and negotiate alternative language, as
  required to meet business needs or objectives
Administrative Assistance
 Act as an advocate and advisor to the Human
  Resources department
 Provide customized forms and templates for benefit
  communication to staff
 Provide licensed access to HR 360 to clients
 Facilitate streamlining administration through
  technology solutions
 Conduct electronic surveys and focus groups
Communication
 Facilitate the development of hard and soft copy
  communication materials
 Utilize web and mobile device enrollment and
  communication mediums when appropriate
 Conduct on-site or virtual employee enrollment
  meetings and education sessions
 Consult on third party provided HRIS or electronic
  enrollment solutions
Aya Powerpoint Corporate Presentation 2012 2013
Welcome油Joshua油Jeffries 油 Contact油HR 油 Home 油             Logout



                                                                                                  油
油

        Home       Benefits       Resources       Change油Coverage        Profile      Documents

        Request油History

油
             Announcements油                                                          What's油Missing?油


                                                                             No油missing油or油incomplete油tasks
    AYA油Top油Announce油                                                        油
        Employee油Navigator油is油an油online油benefit油communication油tool油                Contacts油
        which油will油allow油you油or油your油dependents油to油review油your油employer油
        sponsored油benefits油anytime,油day油or油night.油You油or油your油dependents油 Joshua油Jeffries Principal (301)油9510070油
        can油also油download油the油mobile油app油for油Apple油(from油the油Apple油App油                             jjeffries@ayallc.com
        Store)油and油Android油smart油phone油devices油to油access油this油information油 油
        anytime,油anywhere.                                                  油
        We油suggest油you油visit油the油"Resources"油tab油of油this油website油to油access油      My油Tools油
        exclusive油benefits油available油to油you油and油your油dependents油through油
                                                                             Change油Password
        your油employers油relationship油with油Arkin油Youngentob油Associates,油
                                                                             Change油User油Name
        LLC.油油The油services油and油products油available油under油the油resources油tab油
                                                                             Employee油Directory
        are油provided油to油you油through油your油employer油at油a油greatly油reduced油
                                                                             油
        price油and油are油100%油portable油to油take油with油you油at油the油discounted油
    油                                                                              Estimated油Total油Compensation油

    Summary油of油Benefits油and油Coverage油(SBC)油                           Hide   油
                                                                                   Detailed油Total油Compensation油Statement
        Summary油of油benefits油and油coverage油(SBC),油is油a油four油page油summary油
        of油the油benefits油available油under油a油groups油health油insurance油plan.油油
        The油purpose油of油this油document油is油to油provide油individuals油with油a油
        better油understanding油of油the油health油coverage油offered油under油a油plan油
        and油a油means油for油comparing油various油health油plans油from油different油
        sources油(employers,油private油exchange油or油State油exchange).油油This油
        document油will油be油provided油for油all油new油hires油after油September油23.油
        2012油and油to油all油employees油for油renewals油begining油October油1st油2012油
           d h     f          idi   hi d                  l     i      i d
             Internet油Resources

    Mayo油Clinic油Health油Tips油
      Top油5油foods油to油lower油your油cholesterol
    油
    NIH油Health油Matters油
      NIH油Health油Matters油油June油01,油2009
    油                                                                                                                        油




                                                                      息2012,油Powered油By油Arkin油Youngentob油Associates,油LLC.油
Welcome油Joshua油Jeffries 油 Contact油HR 油 Home 油                Logout



                                                                                                       油
油

        Home        Employees           Plans   Documents          Reports        Setup       Wall油(beta)

油
             Quickly油find油an油employee油                                      Urgent油Action油Required油

                                                                       See油Alerts油tab油for油additional油alerts.油
        type油employee油last油name                        油油
         油or油油油                                                    油No油pending油profile油changes油油
        My油Employee油Home油Page                                          油No油pending油benefit油changes油to油approve油油
    油
             Helpful油Tools,油Reports油and油Information油                   油All油eligible油employees油have油elected油benefits油油

                                                                   油
    Quick油Links油油
     Add油New油Employee
    Tools油
     Enrollment油Editor油new油
        Import油Tool油new油
        Login油Tool油
        Review油Insurability油Requests油
        Open油Enrollment油Setup油
        HR油360




                                                                         息2012,油Powered油By油Arkin油Youngentob油Associates,油LLC.油
Welcome油Joshua油Jeffries 油 Contact油HR 油 Home 油               Logout



                                                                                                      油
油

        Home        Employees        Plans         Documents      Reports         Setup       Wall油(beta)

油
             My油Saved油Reports油                                             Benefit油Reports油

    New油Reports油                              columns油or油rows?油       Plan油Enrollments油 beta 油
      New油ColumnBased油Report                                         Enrollment油Cost油(All油Plans)
      New油RowBased油Report                                            Enrollment油Cost油Summary
    My油Reports油                                                       Enrollment油Cost油Detail
      Manage油Reports                                                  Cafeteria油Plan油Enrollment
    Shared油Reports油                                                   Benefit油Confirmation油Statements
    油                                                                 Total油Compensation油Statements
    油                                                                 Payroll油Deductions
           General油Reports油                                           Cobra油Summary
                                                                      Cobra油Detail
                                                                  油
        New油Hire
                                                                  油
        Termination
                                                                           Change油History油Reports油
        Dependents
        Beneficiaries
        Missing油Beneficiaries                                         Employee油Cost油Difference
    油                                                                 Benefit油Exception油Overrides
    油                                                                 Cost油Exception油Overrides
             Enrollment油Status油Reports油                               Demographic油Changes
                                                                      Event油Reports油 beta 油
                                                                      Voluntary油Life油Events油 beta 油
        Incomplete油Supplemental油Information
                                                                  油
        Dependent油Coverage油Changes
                                                                  油
    油
    油                                                                      Carrier油Reports油
             Open油Enrollment油Status油Reports油
                                                                      Self油Bill油Summary油Report
                                                                      Carrier油Updates油Detail油Report油 beta 油
        Open油Enrollment油Reports
                                                                      Bill油Reconciliation
         Not油Started
                                                                  油
         In油Process
                                                                  油
         Completed
    油                                                                      Audit油Reports油
        Open油Enrollment油Elections
        Declined油Enrollments                                          Medicare油D油Notification
    油                                                                 Enrolled油But油Ineligible
    油                                                                 Enrolled油But油Terminated
             Import油Reports油                                          Dependents油Enrolled油Over油Student油Age
                                                                  油
                                                                  油
        Employees油Missing油HR油Tracking油Data
        Employees油Missing油Eligibility油Rules油Data


                                                                         息2012,油Powered油By油Arkin油Youngentob油Associates,油LLC.油

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Aya Powerpoint Corporate Presentation 2012 2013

  • 1. Powerful Employee Benefit Solutions for a Post Health Reform (PPACA) World 2012
  • 2. Ideal Client Philosophy Values innovative, creative and fresh approach Recognizes the value of specialized knowledge Benefits are a part of a corporate strategic plan Benefit management is risk management Value placed on personal long term relationships
  • 3. Corporate Lifecycle LEVEL 4 LEVEL 3 Comprehensive Advanced LEVEL 2 Fiduciary Risk Assessment Moderate M &A LEVEL 1 Technology Compliance Financials Basic Reporting Communication Stock Price Objectives Efficiencies Administration Documentation Culture Documentation Compensation Morale Plan Design Benchmarking Tax Strategies Vendors Financing Carve Outs Cost Executives Benefit Advocacy Customization Benefit Focus Changes as the Corporation Matures
  • 4. An Independent, Objective Advisor Guiding Principles Consultants Perspective Integrity Focused on objectives Objectivity Applies solutions utilizing the best resources available Innovation Performs advisory role working Team Approach as a Quarterback Relationships Engagements are ongoing Community Measured by overall results Knowledge, Application and Service
  • 5. Strength in Partnership Member firm of NFP Benefit Partners with over 185 offices, 2,000 benefit professionals and 40,000 corporate clients. #8 Top Insurance Broker Globally (Bests Review) #1 Executive Benefits Provider (PlanSponsor 2009) #1 independent distributer for top-tier carriers (carrier data) Top 10 Independent Broker/Dealer (by Financial Planning and Financial Advisor)
  • 6. Comprehensive Benefit Offerings Health and Welfare Corporate Planning HRIS and Benefit Enrollment Technology Support Retirement Planning and Fiduciary Services Executive Benefit and Compensation Plans Business and Succession Planning Estate and Wealth Accumulation Planning
  • 7. Powerful Support Solutions Thought Leadership and Knowledge Sharing Compliance and Regulatory Support Education and Communication Solutions HR Administrative Service Support Proprietary Decision Support Tools and Resources Implementation Support to Facilitate Technology Set-up, Employee Education and Plan Installation
  • 8. Proprietary Platform and Protection Health Reform (PPACA) compatible employee communication and enrollment platform used to assist clients in managing benefit plans in a post Health Reform environment Proprietary product suite, Employee Protector 息 designed to maximize the perceived value of corporate benefit investments.
  • 9. Employee Protector息 Protects your employee and their families emotional, physical and financial health. Provides powerful support tools to employees and their dependents to maximize, manage and efficiently utilize health care services. Provides information and support for identity protection, financial fraud and resolution of security breaches.
  • 10. Executive Protector息 Protects your executives and their families emotional, physical and financial health. Provides more concierge level services to executives and their dependents to maximize, manage and efficiently utilize health care services. Provides additional preferred access to top providers, medical travel assistance and management of personal EMRs.
  • 11. Annual Benefit Services Strategic Benefit Planning Technical Assistance Vendor Selection and Management Legislative and Regulatory Counseling Document Review Administrative Assistance Employee Communication
  • 12. Strategic Benefit Planning Perform annual review of company objectives Review plan performance both financial and non-financial quarterly or annually Assess Health Reform (PPACA) strategies Review market conditions & trend analysis Provide insight into the regulatory climate
  • 13. Technical Assistance Review and recommend value-based plan designs Recommend employee contribution strategies Monitor plan cost/claim trends to mitigate risk Assist in annual budgeting and projections Assess and amend risk management strategy Engage actuarial review as necessary
  • 14. Vendor Selection Process Identify vendors who can meet business objectives Perform vendor due diligence Develop RFP specifications and process Evaluate proposed services and plan designs Negotiate final underwriting and contract terms Assess implementation and communication program of new plan features
  • 15. Vendor Evaluation Factors Product suitability Underwriting requirements Contractual matters Technological capabilities Claims paying ability and payment history Carrier Financial Strength Product pricing Policy holder services
  • 16. Ongoing Vendor Management Regular evaluation of service providers Address matters relating to vendor performance Resolve claim issues, billing matters and other administrative concerns Monitor and implement new services
  • 17. Regulatory Review and Compliance Monitor legislative and regulatory developments at the State and Federal level Address ERISA, Federal and State compliance matters within all benefit plan platforms Keep clients updated and informed on all HR related compliance alerts Coordinate government filings where required Utilize compliance tracking software as needed
  • 18. Document Review Review plan documents, contracts and amendments for compliance with plan specifications and corporate objectives Review insurance contracts and agreements to ensure proper definitions and coverage is provided Suggest and negotiate alternative language, as required to meet business needs or objectives
  • 19. Administrative Assistance Act as an advocate and advisor to the Human Resources department Provide customized forms and templates for benefit communication to staff Provide licensed access to HR 360 to clients Facilitate streamlining administration through technology solutions Conduct electronic surveys and focus groups
  • 20. Communication Facilitate the development of hard and soft copy communication materials Utilize web and mobile device enrollment and communication mediums when appropriate Conduct on-site or virtual employee enrollment meetings and education sessions Consult on third party provided HRIS or electronic enrollment solutions
  • 22. Welcome油Joshua油Jeffries 油 Contact油HR 油 Home 油 Logout 油 油 Home Benefits Resources Change油Coverage Profile Documents Request油History 油 Announcements油 What's油Missing?油 No油missing油or油incomplete油tasks AYA油Top油Announce油 油 Employee油Navigator油is油an油online油benefit油communication油tool油 Contacts油 which油will油allow油you油or油your油dependents油to油review油your油employer油 sponsored油benefits油anytime,油day油or油night.油You油or油your油dependents油 Joshua油Jeffries Principal (301)油9510070油 can油also油download油the油mobile油app油for油Apple油(from油the油Apple油App油 jjeffries@ayallc.com Store)油and油Android油smart油phone油devices油to油access油this油information油 油 anytime,油anywhere. 油 We油suggest油you油visit油the油"Resources"油tab油of油this油website油to油access油 My油Tools油 exclusive油benefits油available油to油you油and油your油dependents油through油 Change油Password your油employers油relationship油with油Arkin油Youngentob油Associates,油 Change油User油Name LLC.油油The油services油and油products油available油under油the油resources油tab油 Employee油Directory are油provided油to油you油through油your油employer油at油a油greatly油reduced油 油 price油and油are油100%油portable油to油take油with油you油at油the油discounted油 油 Estimated油Total油Compensation油 Summary油of油Benefits油and油Coverage油(SBC)油 Hide 油 Detailed油Total油Compensation油Statement Summary油of油benefits油and油coverage油(SBC),油is油a油four油page油summary油 of油the油benefits油available油under油a油groups油health油insurance油plan.油油 The油purpose油of油this油document油is油to油provide油individuals油with油a油 better油understanding油of油the油health油coverage油offered油under油a油plan油 and油a油means油for油comparing油various油health油plans油from油different油 sources油(employers,油private油exchange油or油State油exchange).油油This油 document油will油be油provided油for油all油new油hires油after油September油23.油 2012油and油to油all油employees油for油renewals油begining油October油1st油2012油 d h f idi hi d l i i d Internet油Resources Mayo油Clinic油Health油Tips油 Top油5油foods油to油lower油your油cholesterol 油 NIH油Health油Matters油 NIH油Health油Matters油油June油01,油2009 油 油 息2012,油Powered油By油Arkin油Youngentob油Associates,油LLC.油
  • 23. Welcome油Joshua油Jeffries 油 Contact油HR 油 Home 油 Logout 油 油 Home Employees Plans Documents Reports Setup Wall油(beta) 油 Quickly油find油an油employee油 Urgent油Action油Required油 See油Alerts油tab油for油additional油alerts.油 type油employee油last油name 油油 油or油油油 油No油pending油profile油changes油油 My油Employee油Home油Page 油No油pending油benefit油changes油to油approve油油 油 Helpful油Tools,油Reports油and油Information油 油All油eligible油employees油have油elected油benefits油油 油 Quick油Links油油 Add油New油Employee Tools油 Enrollment油Editor油new油 Import油Tool油new油 Login油Tool油 Review油Insurability油Requests油 Open油Enrollment油Setup油 HR油360 息2012,油Powered油By油Arkin油Youngentob油Associates,油LLC.油
  • 24. Welcome油Joshua油Jeffries 油 Contact油HR 油 Home 油 Logout 油 油 Home Employees Plans Documents Reports Setup Wall油(beta) 油 My油Saved油Reports油 Benefit油Reports油 New油Reports油 columns油or油rows?油 Plan油Enrollments油 beta 油 New油ColumnBased油Report Enrollment油Cost油(All油Plans) New油RowBased油Report Enrollment油Cost油Summary My油Reports油 Enrollment油Cost油Detail Manage油Reports Cafeteria油Plan油Enrollment Shared油Reports油 Benefit油Confirmation油Statements 油 Total油Compensation油Statements 油 Payroll油Deductions General油Reports油 Cobra油Summary Cobra油Detail 油 New油Hire 油 Termination Change油History油Reports油 Dependents Beneficiaries Missing油Beneficiaries Employee油Cost油Difference 油 Benefit油Exception油Overrides 油 Cost油Exception油Overrides Enrollment油Status油Reports油 Demographic油Changes Event油Reports油 beta 油 Voluntary油Life油Events油 beta 油 Incomplete油Supplemental油Information 油 Dependent油Coverage油Changes 油 油 油 Carrier油Reports油 Open油Enrollment油Status油Reports油 Self油Bill油Summary油Report Carrier油Updates油Detail油Report油 beta 油 Open油Enrollment油Reports Bill油Reconciliation Not油Started 油 In油Process 油 Completed 油 Audit油Reports油 Open油Enrollment油Elections Declined油Enrollments Medicare油D油Notification 油 Enrolled油But油Ineligible 油 Enrolled油But油Terminated Import油Reports油 Dependents油Enrolled油Over油Student油Age 油 油 Employees油Missing油HR油Tracking油Data Employees油Missing油Eligibility油Rules油Data 息2012,油Powered油By油Arkin油Youngentob油Associates,油LLC.油