Investment Solutions

One of the responsibilities of managing a multiemployer benefits fund is ensuring that the fund is invested prudently.

Investment solutions services are provided through Segal's SEC-registered affiliate, Segal Marco Advisors, Inc. Segal Marco Advisors is a leading global investment solutions firm that provides innovative, client-driven consulting advice and outsourcing solutions. The firm has been in operation for more than 40 years and is one of the largest U.S.-based investment solutions firms. Segal Marco Advisors provides objective, independent investment advice and builds implemented platforms without the conflicts associated with directly managing money.

Segal Marco Advisors services include:

Visit Segal Marco Advisors to learn more.

Whether it is through improving work processes, maximizing the use of technology or recruiting and restructuring internal resources, our administration and technology solutions allow clients to:

  • Reduce administrative expenses
  • Save time
  • Improve participant services
  • Increase organization productivity

Our services include:

  • Claim Audits and Implementation Reviews
  • Eligibilty Assessments
  • Feasibility Studies
  • Staff Plan Office Human Resources
  • HIPAA Compliance Reviews
  • Information Systems/Technology Reviews
  • IT Strategic Plan Development
  • Operational and Organizational Assessments
  • Recruiting
  • Services for Third Party Administrators
  • Technology Selection, Implementation and Testing
  • Vendor Performance Monitoring
  • Website Development

We also assist health plans with Health Insurance Portability and Accountability Act (HIPAA) compliance efforts, including Electronic Data Interchange (EDI), privacy and security compliance.

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