Employee Benefits comprehensive wealth advisory and estate ... · comprehensive wealth advisory and estate planning. Our approach to employee benefits is to automate human resources,

At a Glance

Fortune 360 Group provides expertise in retirement plans and employee benefits for businesses, as well ascomprehensive wealth advisory and estate planning. Our approach to employee benefits is to automatehuman resources, cut costs of healthcare administration, and be proactive with claims management.Fortune provides employee benefits solutions across the country. The partners at Fortune 360 Group havewritten over $55 million annually in insurance and in 2019, advised on over $195 million in investments.

We have clients located in 21 states!

Advisory Services Offered Through Fortune 360 Group LLC, a Florida Registered Investment Advisory Firm and/or Investacorp Advisory Services, Inc., a SEC Registered Investment Advisory Firm. Securities are by licensed individuals offered through Investacorp, Inc., a Registered Broker/Dealer, Member FINRA and SIPC.

Florida • Washington • North Carolina | (954) 800 – 5500 or (253) 286 – 401K

Employee Benefits

Our Team

Wealth AdvisoryEmployee BenefitsRetirement Plans

• Retirement Plan Services• Group Employee Benefits• HR & Benefit Automation• Wealth Advisory Services• Estate Planning

• Life, Disability & LTC Insurance• Business Consulting Services• Business Transition Planning• 1031 Exchanges

Jessica R. SimpsonWealth Advisory Dept. [email protected]

Gabriel AyerbeGroup Benefits Dept. [email protected]

David RoachWealth Advisory [email protected]

Gregory Freitag,CFP®, MBA, AIF®, CLU, ChFCFinancial [email protected]

Dustin Jones, CFP®

Financial [email protected]

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AN INNOVATIVE FINANCIAL SERVICES FIRM

Fortune 360 Group LLC | Florida - Washington - North Carolina | (954) 800-5500 or (253) 286-401K

Employee Benefit ServicesProgram Assessment & Cost Containment

Compliance Guidance & Support

Health Care Reform

HR Support & Technology

Account Management

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Healthcare Advocate

A team of personal health

advocates

No waiting on hold

Evaluating healthcare needs in

claims review

Results driven service


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HR ConsultingCall Center Operation- PHR or SPHR Certified- 10+ HR generalist experience- Internal / external consulting experience

Compliance(ERISA, FMLA, FLSA, COBRA, ADA, EEO, etc.)

Recruitment & Selection

Compensation & Benefits

Employee Relations / Communications

Employee Separation


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Fortune 360 Legal Assistance

One of the premier ERISA firms in the country

ERISA attorney as a resource at reduced cost

Compliance alerts and checklists

Marathas, Barrow & Weatherhead LLP


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Fortune 360 Advantage HRHuman Capital Administration

Competency Development

Organizational Integration

System Enhancement

Learning Management

Performance Evaluation

Process Improvement

HumanCapital

Strategy


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Level FundingWhat portion of your healthcare premiums does your provider give back to you? Common Example:• You have an annual plan cost of $1,000,000 and get nothing in return if under-utilized.

An Alternative – Level Funding$1,000,000 annual cost; $400,000 in Admin and Insurance costs & $600,000 held for paying claims.• If employees use $300,000 of claims pool, employer gets back $300,000

OR• If employees use $600,000 or more in claims, employer gets back $0

Worst case scenario, the employer receives no money back, but there is a huge annual upside potential.


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Available 24/7/365. Resolves medical issues.

92% of Teladoc members resolved their medical issue with Teladoc.

Has great doctors. From wherever you are.

Quality care is only a call or click away. Median doctor call back time is 8 minutes. Now that’s access to care!

Our national network includes the highest quality

U.S. board-certified doctors, licensed in your

state.

Teladoc from home, work, or on vacation. Compare that with taking a day off from work to sit in a waiting room.

For less money.

Teladoc costs far less than urgent care or ER visits for non-emergency medical care. It also qualifies as an expense for HSA, FSA and HRA accounts


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Fortune 360 Advantage Wellness

Consumer social network and health challenge platform

iPhone App & mobile web

Employer analytics, incentive engine & services


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Fortune 360 Advantage Wellness

Friends & family are Free

Infinite Challenges Health Coaching for Employees

Progress Trackers

Participate with co-workers, friends and family. Social networking, badges, leveling and friendly competition make Hubbub feel more like a game than a wellness program.

Participate in challenges from the challenge catalog, your employer, or create your own.

Employees can work with a Hubbub Coach of your choice to receive extra guidance and support.

Track healthy activities and progress to reach your goals.

Incentives, contests, and prizesAbility to earn incentives/prizes from your employer or third parties for completing challenges.


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Benchmark Drill Down

Clients can compare to others in their field with the Benchmark Survey Drill-Down feature. Access thousands of survey results to see how your plan stacks up against other employers.

Hospital - 34.7%

Physician & Clinical Services - 20.3%

Prescription Drugs - 20.7%

Dental - 4.3%

Other Professional Services - 16.4%

Home Health Care - 0.7%

Durable Medical Equipment - 0.6%

Nursing Home Care - 0.1%

Other Personal Care - 0.0%

Administrative Costs - 1.2%

Public Health Activity - 0.0%

Research - 0.0%

Structures - 0.0%

Other Non Durable Medical Products - 0.2%

Vision Care - 0.9 %


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ComplianceSimple organized process to

evaluate, review and monitor your retirement plan. Fortune’s process allows you to focus on

your core business needs

BenchmarkingFortune 360 Group benchmarks

plans which evaluates fees, returns, employee and employer contributions compared to peers

in your specific industry

Invest Care MonitorFortune 360 Group works with

Fiduciary Analytics and The Firm Reports to assist in the review and

monitoring of investments

Fiduciary ProtectorHaving an advisor with the

capabilities to be a Fiduciary on your plan is paramount with new

regulations

EducationEmployee education is essential in

the success of a retirement plan through seminars and one on one

meeting Fortune helps employees appreciate their plan

Additional Services: Retirement Plans


Documents

Employee Benefits comprehensive wealth advisory and estate ... · comprehensive wealth advisory and estate planning. Our approach to employee benefits is to automate human resources,