Driving Results
Service Teams
J&D maintains a wide array of specialized service teams within our organization to strategically accommodate the needs of our clients.
The assigned J&D Account Management Team is supported by our subject matter experts to meet the specialized needs of your organization. These specialized Departments play a vital role in developing and executing your overall plan design in a strategic, timely and cost-effective manner.
Account Management Team
Account Executive
- Focus on strategic planning and advanced group health benefits underwriting knowledge
- Maintain key vendor relationships
- Monitor emerging employee benefit trends
Account Manager
- Implement new and manage existing benefits programs
- Act as an intermediary between client and program’s vendors
- Develop employee communication material
experience…38 years in business, 19 years average with Johnson & Dugan, 24 years in the business
Departments
Group Employee Benefits
- Track financial trends in the group healthcare and insurance marketplace
- Manage all marketing and renewal activity on client’s behalf
- Advocate with vendors on behalf of plan members and provide day-to-day support for Human Resources
Group Retirement Plans
- Comprehensive 401(k) Plan consulting and operational support as a 3(21) fiduciary advisor
- Proactive service provider relationship management
- Plan design, compliance tracking, investment analysis and participant education
Executive Benefits
- Design, provide and service programs such as Non-Qualified Deferred Compensation, Supplemental Executive Retirement Plans (SERP), Executive Long-Term Care and Key Person/Buy Sell strategies and funding
- Review existing personal life, long-term care and disability programs, helping ensure that they have proper owner, beneficiary and premium structures
- Referrals to specialists for individual financial planning needs
COBRA Services
- Confidentially manage all COBRA documentation
- Manage participant communications and premium transactions
- Assist with participant claims and eligibility
Compliance Services
- Provide signature-ready 5500 services for all health & welfare lines of coverage
- Offer a “wrap-around” Summary Plan Description
- Set up access to compliance tools with resources for ERISA and Labor Law compliance and Human Resources administration
CA Insurance License 0649686. Investment advisory services offered through Global Retirement Partners, LLC, a registered investment advisor. Global Retirement Partners, LLC, and Johnson & Dugan Insurance Services Corporation are separate and non-affiliated companies. All J&D email communications are HIPPA Security Compliant and accessible through the J&D secure email messaging center.
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Kaiser Permanente Machine Readable Files (MRF)
Contact
650.266.9700 | info@johnsondugan.com
Johnson & Dugan
390 Bridge Parkway, Suite 200
Redwood City, CA 94065
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