The true benefit is the right partnership.
Thoughtful long term planning and funding strategies that fit the needs of your employees and supports your business goals.
Tools and resources that increase efficiency and take the monotony out of benefits administration.
Strengthen employee health, engagement and performance with proven communication and wellness strategies.
Tech Forward Compliance & Enrollment
Relevant HR, Risk Management and Compliance resources at your fingertips, HR expertise on-demand and online enrollment intranet for easy communication and administration.
We believe we hold the key to success, your success.
We are driven by a larger focus and uncover opportunities to create better business solutions rather than just placing benefits. Although our team is highly skilled in the purposeful productivity of a traditional benefit broker, we also integrate the strategic mindset of human resource professionals and the tactical operational expertise of business solutions consultants to create a unique experience that complements and enhances your business goals. We invite you to learn more about our team and how we drive organizational performance.
32% of Business Plans Audited by the DOL Receive Fines of over $10,000
You can rest easy with our regular compliance newsletters, articles, action plans & support to keep you up to date and in the know.
89% of employees expect decision making tools during open enrollment
Our decision support tools match your industry, region and company size from a plan design and perspective. We’ll provide Medical & Rx Analytics, Employee Retention plans and Open Enrollment assistance specified to your business needs and goals.
54% of employees say selecting a health plan is more complicated than solving a Rubik’s cube
Take the guess work out of plan selection and simplify your day-to-day with our streamlined online enrollment, vacation tracking and more on a customized intranet site.
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Need to know what's happening in the world of employee benefits, compliance, HR, wellness and engagement? We've got you covered.
On April 9, 2018, the Department of Health and Human Services (HHS) extended an existing transition policy for certain health plans that do not comply with the Affordable Care Act (ACA) for an additional year, to policy years beginning on or before Oct. 1, 2019. In states that allow it, health insurance issuers have the[…]
Trump Signs Executive Order on the ACA IMPORTANT DATES January 20, 2017 President Trump signed an executive order on his first day as president. January 27, 2017 Targeted deadline for Congress to draft a budget reconciliation bill that includes ACA repeal provisions. HIGHLIGHTS President Trump signed an executive order directing federal agencies to minimize burdens[…]
On July 1, 2016, the Department of Labor (DOL) issued an interim final rule that increases the civil penalty amounts that may be imposed under various federal laws, including the Employee Retirement Income Security Act (ERISA). The interim final rule increases the civil penalty amounts associated with: Failing to file an annual Form 5500 (as[…]
Join us for an informative talk about compliance and how to alleviate stressors that come along with it. Whether it be ACA, DOL, ERISA or HIPAA, this talk has you covered. August 9th, 2016, – 8:30am—10:00am Phoenix Country Club 2901 N 7th Street Phoenix, Arizona 85014 Similar to all new laws, the ACA[…]
Willis & Associates LLC and Westgate Insurance Partner (making the business of insurance a little easier)
Willis & Associates LLC is very excited to announce a new partnership with Westgate Insurance agency. Locally owned and operated since 2007, the professionals at Westgate Insurance create tailored and competitive solutions for your auto, home, life, health and business insurance with personalized and committed service. The business of doing business is complicated, protecting yourself,[…]
Now more than ever we know that early detection of disease saves lives. These cancer screenings are available to you at no cost under your health insurance plan. Breast Cancer Breast cancer is the second-most common cause of cancer deaths in adult women. Women over age 40 should talk to their doctors about mammography screening.[…]
Onboarding is a trending term in the world of HR, but not everyone knows what it is or how to do it. What is Onboarding? According to the Society for Human Resource Management, “Onboarding is the process by which new hires get adjusted to the social and performance aspects of their jobs quickly and smoothly,[…]
On April 6th, 2016, the Department of Labor (DOL) and Health and Human Services (HHS) issued the final revised template and related materials for the summary of benefits and coverage (SBC). Click on the link below to read the full bulletin. Final SBC Template Released for 2017
You can build your wellness program to address any number of goals. Consider these programs and incentives that can help your employees develop healthy habits and lead a more active lifestyle. Activities and Programs Exercise classes. You can target different populations by providing a variety of classes at different times. Some people will be attracted[…]