Actuarial Support

Our Actuarial & Reinsurance team helps you forecast and prepare for the financial impacts they may have on your benefit plans.

Our Actuarial & Reinsurance group excels at solving puzzles, finding solutions, building products, and developing strategies that align well with an employer’s vision, style and skill set. We provide realistic and creative solutions to help business owners prepare for and mitigate the financial risks associated with undesirable incidents in the future.

Specifically, we help employers with:

• Rate making
• Risk analysis
• Retiree healthcare
• Stop loss placement support
• Experience analysis
• Budget development
• Feasibility studies
• PBM analysis

Our extended team of professionals allows us to provide our clients with sophisticated financial and actuarial analysis from a group that is recognized as an industry leader in benchmarking data, actuarial analysis, and creating other unique tools we use to advise our clients.

Director of Actuarial Services

John Marshall, FSA, MAAA, EA, is Director of Actuarial Services, and a Principal with Windsor Strategy Partners. In addition to having 30 years of experience as a pension and health care actuary, John is lead consultant on pharmacy benefits and GASB valuations for post-employment benefits other than pension. As Actuarial Director for Benefit Advisors Network, John coordinates actuarial activity between BAN members and Claros specialties. John is a Member of the American Academy of Actuaries, a Fellow of the Society of Actuaries and an Enrolled Actuary under ERISA.

Actuarial and Plan Analysis Services

• Benchmarking report
• Renewal projection
• IBNR calculation
• Renewal evaluation
• Stop-loss analysis
• Plan design analysis
• ACA employer impact analysis
• Captive analysis
• Private exchange analysis