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Compliance updates, trending articles and SoCal Human Resources events
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Rob Mitchell
Benefits Consultant

Health Plan Funding offers a dedicated platform for Human Resource and Finance teams to explore the specifics of alternative funding products. My brief and informative videos simplify the complexities of alternative funding, using visual guides to clearly explain the concepts.
Learn More
Alternative Funding Simplified
Gain full control over your health plan, access claims information and make informed decisions that benefit both your employees and your botton line.






Take Control of your Health Plan
Rob Mitchell
Benefits Consultant, IMA
Alternative Funding Simplified
IMA is a full-service insurance brokerage that handles the employee benefits, property and casualty and risk management needs for thousands of clients.
Pirvate Ownership Matters
Employee owners are incentivezed to perform for clients, regardless of seniority
Equity awards help attract and retain the best talent
Allows IMA to reinvest 2x the industry average in value-added services



IMA Benefits
Capabilities
-
Assist with development of multi-year strategy utilizing client’s goals and objectives
-
Provide advisory services including cost containment and funding approaches, and plan and process change recommendation
-
-
Assist with management of RFI/RFPprocess
-
Carrier/vendor negotiations
-
Negotiated and agreed upon contract terms with preferred carrier partners
-
-
Analysis of renewal information
-
Alternative funding review and modeling
-
Financial Analysis
-
-
Annual compliance review/meeting
-
Compliance assistance
-
COBRA, HIPAA, ADA, FMLA, Form 5500 Filings
-
ACA, state and federal laws
-
ERISA wrap documents
-
Year-round consulting on benefit-related matters
-
Plan document and contract reviews (non-legal)
-
Annual healthcare notices required by federal law
-
Periodic newsletters and updates
-
Compliance webinars
-
HR/Employment related support via Mineral access
-
-
Open enrollment support
-
Development of communication strategy and assistance in plan-related communication materials
-
Support employee communication efforts
-
-
Open enrollment support
-
Development of communication strategy and assistance in plan-related communication materials
-
Support employee communication efforts
-
-
Assess current technology needs and define goals
-
Engage with subject matter experts
-
Assist with RFI/RFP process
-
-
Perform comprehensive assessment including claims and cost analysis
-
Assist in development of employer goals and strategy
-
Assist in development of communication and employee engagement strategy
-
Alternative Funding
Simplified
Health Plan Funding offers a dedicated platform for Human Resource and Finance teams to explore the specifics of alternative funding products. My brief and informative videos simplify the complexities of alternative funding, using visual guides to clearly explain the concepts.
Newsletter:
Rob Report
Compliance updates, trending articles and SoCal Human Resources events
IMA is a full-service insurance brokerage that handles the employee benefits, property and casualty and risk management needs for thousands of clients.
Private Ownership Matters
Allows IMA to reinvest 2x the industry average in value-added services
Equity awards helps attract and retain the best talent
Employee owners are incentivezed to perform for clients, regardless of seniority



Our compliance leader Michelle Cammayo works with our in-house ERISA attorneys and compliance experts to ensure our team equips your organization with the expertise and tools to eliminate the risk of running a benefits program.
Cammayo’s Compliance Talk: Ask Michelle, a compliance chat covering the latest updated and Answering YOUR Questions
ASK MICHELLE:
COMPLIANCE PODCAST
IMA Benefits
Capabilities
-
Assist with development of multi-year strategy utilizing client’s goals and objectives
-
Provide advisory services including cost containment and funding approaches, and plan and process change recommendation
-
-
Assist with management of RFI/RFPprocess
-
Carrier/vendor negotiations
-
Negotiated and agreed upon contract terms with preferred carrier partners
-
-
Analysis of renewal information
-
Alternative funding review and modeling
-
Financial Analysis
-
-
Annual compliance review/meeting
-
Compliance assistance
-
COBRA, HIPAA, ADA, FMLA, Form 5500 Filings
-
ACA, state and federal laws
-
ERISA wrap documents
-
Year-round consulting on benefit-related matters
-
Plan document and contract reviews (non-legal)
-
Annual healthcare notices required by federal law
-
Periodic newsletters and updates
-
Compliance webinars
-
HR/Employment related support via Mineral access
-
-
Open enrollment support
-
Development of communication strategy and assistance in plan-related communication materials
-
Support employee communication efforts
-
-
Open enrollment support
-
Development of communication strategy and assistance in plan-related communication materials
-
Support employee communication efforts
-
-
Assess current technology needs and define goals
-
Engage with subject matter experts
-
Assist with RFI/RFP process
-
-
Perform comprehensive assessment including claims and cost analysis
-
Assist in development of employer goals and strategy
-
Assist in development of communication and employee engagement strategy
-
Ask Michelle: Compliance Podcast
Cammayo’s Compliance Talk: Ask Michelle, a compliance chat covering the latest updated and Answering YOUR Questions
Our compliance leader Michelle Cammayo works with our in-house ERISA attorneys and compliance experts to ensure our team equips your organization with the expertise and tools to eliminate the risk of running a benefits program.
Ask Michelle:
Compliance Podcast
