Benefits strategy and administration. Running the program well.

How employers plan, administer and communicate their benefits: strategy, TPAs, voluntary benefits, wellness, surveys and renewals.

Start with the main guide

The employee benefits strategy

An employee benefits strategy is a written plan, usually covering three to five years, for what your benefits must do for your employees and your budget, and how you will get there. It is built from claims data, workforce needs, budget, market benchmarks and compliance duties, owned by a committee, and measured against targets every quarter.

Read the guide

In this guide

  1. What is a benefits strategy?
  2. What goes into a benefits strategy?
  3. How do you build one, step by step?
  4. What does the finished plan include?
  5. How do you measure it?
  6. What are the most common mistakes?
  7. The Ethos Benefits approach

Guides 6

Insights 13

See what your plan is really costing you.

A Strategic Analysis starts with your plan documents and your broker agreement, then shows you what your plan costs, where the risk sits, and what a committee would decide with the full picture.