SBA’s experience in the areas of H&W exchanges and benefits administration makes us an ideal partner to assist with search services for Pre-65 retiree, Post-65 retiree, or active private exchanges. SBA monitored the exchange laws and associated emerging market since 2010. Once the market showed signs of stability, we performed comprehensive research on the industry’s leading providers of private exchanges. Our goal was to fully understand the advantages and disadvantages of their offerings. As part of our research, we spent significant amounts of time with the vendors understanding underlying systems, participant web tools, decision support tools, billing capabilities, and all the functions required to support the exchange model. We continue to monitor new entrants into the market as well as the strategic shifts the established providers are making.
This service is available for the following benefit plan types:
| Defined Contribution |
Defined Benefit |
Health & Welfare |
Non-Qualified |
|---|---|---|---|