We Help You
- Assess your benefits plans and your broker relationship and identify value gaps.
- Ask the right questions to get better benefits plans for your employees at the lowest cost
- Support you to ensure you fulfill your fiduciary responsibilities


OUR PURPOSE
Benefits Control. Reduced Costs. Compliance Confidence.
Rosen Value Advisors is not a traditional insurance broker or benefits consultant. We are an advisory firm with 30+ years of experience inside carriers and brokerages.
We provide expert, conflict-free guidance that employers can’t get anywhere else. We help you evaluate your current benefits strategy and broker relationship with rigor, secure the right plans and partners for your company and employees, uncover and reduce unnecessary costs, and strengthen your oversight and fiduciary compliance.
Insights
Why Broker Commission Rates Don’t Tell the Real Story Part 1
Employers Should Benchmark PPE and CPE to Evaluate Employee Benefits Broker and Plan Performance When evaluating their employee benefits broker,…
Why Broker Commission Rates Don’t Tell the Real Story Part 2
Employers Should Benchmark PPE and CPE to Evaluate Employee Benefits Broker and Plan Performance As noted in Part 1 of…
From ‘Trust’ to ‘Demonstrate’
What 408(b)(2) Disclosures Mean for Executives of Employers Sponsoring Health & Welfare Plans The Consolidated Appropriations Act (CAA) extended 408(b)(2)…