Finance and Leadership

team members meeting in a cafe

Managing Benefits Can be Stressful

Providing a comprehensive benefit program achieves two objectives: first, it helps your company grow by attracting and retaining valuable employees; second, it allows you to provide your employees and their families with a much needed financial safety net.

Selecting the right medical, pharmacy and ancillary programs, vendor negotiations, staying current, and of course cost control takes your focus away from your main priorities.

We aim to take that stress off your plate. Katz/Pierz helps to ensure the financial success of your benefit programs:

Guidance through alternative funding

Performance dashboards

Program innovation

Plan benchmarking


Carrier and vendor negotiation

Contribution analysis

Ensure your employees get the benefits they need.

No matter what funding model you choose, we have a strategy to ensure you get on the right track financially.

Katz/Pierz team in a meeting

Our Strategic Planning Process

Our process is relationship-driven, meaning we will keep you in the loop at every step.





Progress Review

Ongoing Support

Funding Options

There are many ways to finance your health plan. Some require minimal risk and very little work, but come with volatility and disruption. Other solutions have different risk/work ratios, but can produce significant rewards We know every employer has a different appetite for risk, and infrastructure to facilitate and communicate change. We're here to help you select the right funding mechanism for your company.

Katz/Pierz pen and paper
team meeting

Cost Containment

There are many types of cost-containment available to a self-funded client. Essentially, they fall into three categories: Medical, Prescription and Population Management.

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