World is a leading financial services organization that uses its vast resources and industry expertise to empower people to make informed decisions to improve their risk management and financial outcomes. Using data-driven analytics, our advisors innovate new products and solutions tailored to clients’ needs across insurance and bonds, employee benefits, retirement plans, wealth management services, private client services, and payroll & HR solutions. We have advisors in dozens of niche markets, and we cater to specialized industries such as agribusiness, associations, construction, entertainment & recreation, healthcare, hospitality, manufacturing, public/nonprofit, professional services, real estate, retail, self-storage facilities, and transportation. With the backing and expertise of a comprehensive network of specialists, our colleagues build trusted relationships with our clients that deliver real-world results.

Mission: First and foremost, we at PBG are advocates for our clients, strategic partners with our carriers, and “idea leaders” for the industry. Drive: At PBG, our staff and their passion for excellence is what really set us apart. We are a dynamic group of talented and highly skilled professionals that are considered experts in their respective fields. Be it negotiation, compliance, account management, communication, employee advocacy or training programs, the energy and dedication that we bring to the table not only helps our clients satisfy the needs of their employees but also protects and improves their bottom-line. Our team leaders are an incredibly dynamic and innovative group that infuse the company with their drive, enthusiasm and energy. Value: PBG is committed to helping our clients make key healthcare benefit choices that deliver real value to their employees while at the same time controlling costs. Our expertise and abilities allow us to leverage our carrier relationships, and expand the value delivered to our clients, and their employees.

- Main support for all claims, benefits, and enrollment inquiries for 22 employer groups - Prepared and conducted open enrollment meetings by collaborating with various carriers to collect data for meetings along with communicating to the employer group any changes both on the state and federal level under ERISA, COBRA, HIPAA, and the ACA -Worked directly with carriers to resolve claim disputes and eligibility issues for clients and their participants

USI is one of the largest insurance brokerage and consulting firms in the world, delivering property and casualty, employee benefits, personal risk, program and retirement solutions to large risk management clients, middle market companies, smaller firms and individuals. Headquartered in Valhalla, New York, USI connects over 10,500 industry-leading professionals across approximately 200 offices to serve clients’ local, national and international needs. USI has become a premier insurance brokerage and consulting firm by leveraging the USI ONE Advantage®, an interactive platform that integrates proprietary and innovative client solutions, networked local resources and enterprise-wide collaboration to deliver customized results with positive, bottom-line impact. USI attracts best-in-class industry talent with a long history of deep and continuing investment in our local communities. For more information, visit usi.com.

OneDigital’s team of fierce advocates helps businesses and individuals achieve their aspirations of health, success and financial security. Our insurance, financial services and HR platform provide personalized, tech-enabled solutions for a contemporary work-life experience. Nationally recognized for our culture of caring, OneDigital’s teams enable employers and individuals to do their best work and live their best lives. More than 100,000 employers and millions of individuals rely on our teams for counsel and access to fully integrated worksite products and services and the retirement and wealth management advice provided through OneDigital Investment Advisors. Founded in 2000 and headquartered in Atlanta, OneDigital maintains offices in most major markets across the nation. OneDigital has received the Glassdoor Employees’ Choice Award for Best Places to Work in 2023. For more information, visit onedigital.com.

Precision Benefits Group's Philadelphia office stands as a prominent hub within the larger organization, leveraging its extensive experience to cater to a diverse array of clients. Specializing in serving self-funded clients, the team excels in providing support to local and regional employers. This dynamic office is an integral part of a respected local brokerage firm, symbolizing its commitment to the community. With a demonstrated track record in the midsize employer segment, Precision Benefits Group in Philadelphia showcases its prowess in tailoring insurance solutions to meet the unique needs of businesses within the region. The team's expertise extends across various industries, notably in architectural, engineering, and related services, wholesale trade agents and brokers, and freight transportation arrangement. Noteworthy is their collaboration with industry leaders such as Jillamy, a key player in the freight transportation arrangement sector, boasting over 430 participants. Additionally, R & P Technologies, an influential entity in architectural and engineering services, relies on Precision Benefits Group for its insurance needs with 170+ participants. The office has also demonstrated its capabilities with Cdm Electronics, a significant player in wholesale trade agents and brokers based in NJ, serving 160+ participants. This diverse portfolio underscores Precision Benefits Group's ability to navigate and excel within different industry landscapes.

Conner Strong & Buckelew is one of America's largest and most admired insurance brokerage, employee benefits and risk management consulting firms. We are an industry leader in providing businesses with comprehensive solutions to prevent losses, manage claims, support employee populations and drive growth — and we are committed to delivering unmatched results and service to our clients. An autonomously operated member of insurance brokerage holding company, BroadStreet Partners, Conner Strong & Buckelew is a private firm with roots tracing back to 1959. Collectively with BroadStreet we are among the top 15 brokerages in the United States. We serve clients throughout the U.S. and abroad across a wide range of businesses, including high-risk industries. Our specialty practices include Aviation, Construction, Construction Wrap-ups, Education, Healthcare & Social Services, Hospitality & Gaming, Life Sciences, Manufacturing, Professional & Financial Services, Public Entity, Real Estate, Technology and more. Conner Strong & Buckelew’s commitment to delivering world-class customer service has led to a Net Promoter Score (NPS) of 92 — more than triple the insurance industry average. NPS is a global standard for measuring customer satisfaction and loyalty. We are also widely recognized as a passionate community contributor, volunteering thousands of hours and donating to hundreds of organizations every year. We strive to improve youth education, fund disease research, support arts and culture and lend a hand to those in need.

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement & wealth, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With over 15,000+ colleagues and 300+ offices across the United States and Canada, MMA combines the personalized service model of a local consultant with the global resources and expertise of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC). MMA generates more than $5 billion in annualized revenue, making it one of the largest brokerage operations in North America.

Creative Benefits, Inc. is a trusted employee benefits consulting and brokerage firm with offices in Newtown Square and Kingston, Pennsylvania. We support small, mid-sized, and large employers in the tri-state area and nationwide to deliver customized, strategic employee benefits solutions. Our core values—commitment, collaboration, client-focused, and compassion—guide every client relationship and drive our approach to meaningful, long-term partnerships. Our Mission It is our mission to establish enduring partnerships with our clients and their employees by building strategic, innovative, and optimal employee benefit programs that meet the needs of each organization. What We Do We design and tailor employee benefits programs to meet and support your organization’s unique needs. Our expertise covers medical, prescription, dental, vision, life insurance, short- and long-term disability, accidental death & dismemberment, supplemental life, voluntary benefits, as well as health savings accounts (HSA), flexible spending accounts (FSA), health reimbursement accounts (HRA), Section 125 plans and long-term care. What Makes Us Different We know that benefits can be confusing—we act as an extension of our client’s HR to assist with the intricacies of employee benefits strategies, benefits administration, and employee inquiries. What To Do Next Put our experience and strategic vision to work for your company. We’ll help you navigate the often-confusing, ever-changing healthcare industry and cultivate a program that best fits your company’s needs. Contact us today at solutions@creativebenefitsinc.com or 866.306.0200.

As a full-service broker-dealer and registered investment adviser, Lincoln Investment knows that there are many destinations along your life’s journey that require financial security. We are committed to helping individuals and families achieve long-term financial well-being through the knowledgeable guidance of independent financial professionals and an extensive array of carefully selected investment choices. With 55 years of proven industry leadership and experience in delivering investment strategies, Lincoln Investment is a leading broker-dealer. Our network has grown to over 1,000 financial advisors nationwide, and we serve the diverse financial needs of over 355,000 clients representing over $46.0 billion in assets. Visitors to this page must avoid posting reviews of their experiences with the advisor or its services as such testimonials are prohibited under state and securities laws and may not reflect the experience of all clients of the financial advisor. Advisory services offered through Capital Analysts or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker-Dealer, and Member FINRA/SIPC, www.lincolninvestment.com. We make no representation as to the completeness or accuracy of information provided at these sites. Nor are we liable for any information you receive from the use of these third-party site and you assume total responsibility for your use of the sites you are visiting. Tax, legal, or Social Security claiming advice is not offered through, nor supervised by The Lincoln Investment Companies. http://www.facebook.com/LincolnInvestment https://twitter.com/LincolnInvest www.lincolninvestment.com http://www.jobs.net/jobs/lincolninvestment

Archon Benefits, situated in the vibrant city of Philadelphia, PA, stands as a distinguished local brokerage firm, renowned for its specialized expertise in employee benefits. Their adeptness particularly shines in catering to local and regional employers, focusing on delivering comprehensive medical and ancillary benefits solutions. A testament to their proficiency is their diverse portfolio of top-tier clients. Among them is Blueprint Test Preparation, a prominent name in the educational services industry based in California. Archon Benefits adeptly manages the benefits for over 230 participants at Blueprint, showcasing their capability to handle intricate needs of educational service providers. Similarly, in the information industry, they have made a significant impact by serving Courier Plus, an Oregon-based company, managing benefits for over 1000 participants. This highlights their expertise in addressing the unique demands of the information sector. Furthermore, Archon Benefits extends its services to the intricate realm of computing infrastructure providers, data processing, web hosting, and related services. A notable client in this sector is Rahi Systems, based in California, where Archon skillfully administers benefits for more than 200 participants. Their proficiency in this complex industry demonstrates a deep understanding of the needs and challenges faced by companies in tech-driven sectors. What sets Archon Benefits apart is their remarkable ability to blend their deep local knowledge with the diverse needs of various industries. Their approach is not one-size-fits-all; rather, they provide tailored solutions that align with each client's unique requirements, ensuring optimal benefits management and employee satisfaction. This adaptability and depth of knowledge make Archon Benefits an ideal choice for employers seeking a reliable and experienced benefits partner in the Philadelphia area.