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
- Strengthen the fiduciary oversight of your benefits program
OUR PURPOSE
Benefits Control.
Reduced Costs.
Fiduciary Insight.
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 on benefits plans and brokers 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 fiduciary oversight.
Insights
Why Broker Commission Rates Don’t Tell the Real Story Part 1
Commission Percentages Are a Poor—and Sometimes Misleading—Measure of Value. When evaluating their employee benefits broker, many employers focus on commission…
Why Broker Commission Rates Don’t Tell the Real Story Part 2
Employers Should Benchmark PPP and CPE to Evaluate Employee Benefits Plan and Broker Performance As noted in Part 1 of…
From ‘Trust’ to ‘Demonstrate’
What 408(b)(2) Disclosures Mean for Executives of Employers Sponsoring Health Plans The Consolidated Appropriations Act (CAA) extended ERISA’s 408(b)(2) compensation…