Group Benefits Plans

National Competitor with a Personal Touch

At Shepard & Walton Employee Benefits, our agency provides customized group benefits plans and solutions for businesses of all sizes and in a multitude of industries. Our unique customer experience is driven by a high-touch, local service model coupled with the influence and buying power of a national organization.

We are one of 140 premier independent benefit advisory firms within United Benefit Advisors, which collectively provide benefit plans for more than 36,000 employers, covering more than two million employees and their families.

The combined buying power of UBA Partner Firms is among the largest benefits firms in the U.S.

Group Benefits Plans main graphic

United Benefits Advisors (UBA)

UBA Global Employee Benefits Revenue
Top10 UBA slide 1 Group Benefits Plans

Employee Benefits Capabilities

Employer Advocacy


  • Financial Stability Review
  • Best Practices Consultation
  • Large Claim Review Assistance
  • Vendor Transition Management
  • Plan Compliance Consultation
  • Due Diligence Services
  • Quarterly Progress & Planning


Employee Advocacy


  • Resolution of Claim Issues
  • Online Enrollment
  • Coordination of Benefits
  • Healthcare Navigation
  • PPO Network Evaluation
  • Precertification
  • Wellness

Cost Control

  • Vendor Marketing, Negotiation and Consultation
  • Renewal Timeline Management
  • Plan Performance Analysis
  • Benefits RFP Development and Administration
  • TPA Marketing, Analysis, Negotiation and Consultation
  • Re-Insurance Marketing, Analysis, Negotiation and Consultation
  • Performance Guarantee Negotiations
  • Data Mining and Reporting (Cost Drivers)
  • RX Program Evaluation
  • Large Claim Review Assistance
  • Benchmarking – Normative Comparison Data
  • Plan Audits for Overpayments and Eligibility Verification
  • Plan Funding Strategy Consultation
  • Provider Network Analysis
  • Predictive Claims Modeling
  • Wellness Program Design and Review
  • Disease Management Design and Review
  • Incurred but not Reported Calculator
  • Benefit Plan Sculpting

Communication / Education

  • Benefit Benchmarking
  • Employee Feedback Surveys
  • Employee Benefits Summary Document
  • On-site Enrollment Meetings
  • Enrollment Guides
  • Benefits/Total Compensation Statements
  • Data Mining
  • Mid-Year Performance Review
  • Benefits Education Platform
  • One-on-One Enrollment Support
  • Customized Enrollment Presentations
  • Customized Enrollment Forms
  • Perpetual One-on-One Enrollment
  • Bi-Lingual Enrollment Support
  • Employee Contribution Strategy
  • Renewal Activity Planning
  • Benefit Newsletters
  • Benefit Fliers
  • Cost/Usage Analysis for Employees


  • Health Care Reform Impact Study
  • HR Portal for Legislative Compliance and Support
  • Due Diligence Services
  • FMLA Assistance
  • COBRA/HIPAA Compliance and Outsourcing Assistance
  • Compliance Webinars
  • Access to ERISA Attorneys
  • Compliance Alert
  • Compliance Audit
  • HR Insider Newsletter
  • HRA & FSA Administration


  • Performance Guarantee Negotiations
  • Data Analysis and Reporting
  • Plan Performance Analysis
  • Summary Plan Description Review
  • Efficiency Performance Evaluation
  • Laptop Enrollment Services


  • Technology Performance Evaluation
  • Data Mining
  • Online Enrollment
  • EDI Data Feeds for Online Enrollment
  • Benefit Sharing Platform
  • Enrollment Call Centers

Contact Our Group Benefits Plans Experts

Contact us today for information on group plan quotes or to discuss your employer group insurance concerns.