Claire Jackson

Retirement & Employee Benefits and Service Representative Co-fiduciary Services @M Employee Benefits

Portland, ME, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jun 2013 — Present

Retirement & Employee Benefits and Service Representative Co-fiduciary Services @M Employee Benefits

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I work with my clients to design business strategies based on individual, employee and company objectives and goals. We help not for profit and for profit companies design, monitor, and service 401(k), 403(b), 457(b), and 457(f) benefits plans for companies, employees, and executives. We provide comprehensive retirement and benefit solutions, management, and administration to meet your companies needs focusing on plan design, fiduciary responsibility and 404(c) compliance. Healey & Associates is on the cutting edge of understanding how wellness impacts claims costs and enhances productivity in the workplace. We have developed ways to control costs and improve productivity, which also assist with limiting workplace injuries.Some of the key wellness plan features that reduce medical plan costs are:• Consumer Responsive Benefits • Targeted Benefits to focus on Current Medical Plan Cost Drivers• Integrated with Current Medical Plan Design • Administered by our preferred Medical Plan Administrators• Reward Based Incentives for Employees• Funded by Reward Based Incentives not by the Employer• Over an 800% Return on Investment within 3 Years• Free Annual Health Risk Appraisal • Integrated Telephonic Health Coaching Based on HRA ResultsWe hope you take a closer look at our creative and innovative program to start the process of improving your overall medical costs. Every organization is impacted by employee lifestyle decisions so why not help them and your bottom line manage toward change instead of complacency.

ABOUT CLAIRE JACKSON

Working with advisers, record keepers, and other qualified institutional administrators with plan design services, Fiduciary administration and compliance training services, Retirement compliance and administrative services, section 125 plan compliance services, and consulting. Defined Contribution Defined Benefit plans, Cash balance plans, sophisticated and complex testing, 5500 filings non qualified plan design ESOP 401(k) 403(b) Fringe and Welfare benefit plans Age-weighted and cross-tested plansPensionmark Financial Group, LLC (“Pensionmark”) is an investment adviser registered under the Investment Advisers Act of 1940. Pensionmark is affiliated through common ownership with Pensionmark Securities, LLC (member SIPC).

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Claire Jackson — Retirement & Employee Benefits and Service Representative Co-fiduciary Services at M Employee Benefits in Portland, ME, US | Unifers