Fund Office/Union Staff Plans Expertise

Segal Consulting dedicates specialized capabilities to the servicing of union staff plans, and we proudly help more than 50 staff benefit programs sponsored by international unions. Many of the design and operational features of jointly-trusteed and union staff benefit plans that are now considered standard are innovations Segal created. View our company timeline to learn more about our innovations.

Staff plans are unique. These plans, which cover union staff and officers, are sometimes designed like traditional multiemployer plans, while other times they are more similar to single-employer (or corporate) plans. Segal offers expert insight about the spectrum of plan characteristics and features in many types of plans and will work with you to determine the best solutions for your staff plan. Our advice and recommendations allow our clients to make their decisions in the broader context of how other staff plans are designed. In addition, our ability to aggregate data from our client base enables us to assess trends and offer staff plans timely and valued advice on emerging developments.

Our services for Fund Office/Union Staff Plans Expertise include:

Segal helps union staff plans reduce health care costs arising from today’s challenging health care environment.

Our consulting team includes experienced actuaries, insurance experts, claims auditors, managed care experts and client managers who are dedicated to helping staff plans address their unique health and welfare benefits challenges. Our specific services include:

  • Health Reform
  • Innovative Plan Design Strategy and Analysis
  • Budgeting/Financials
  • Claim Audits and Implementation Reviews
  • Cost Modeling
  • Data Mining and Benchmarking
  • Wellness/Individual Health Management
  • Total Health Management
  • Health Plan Compliance
  • Network Analysis
  • Prescription Drug Benefits
  • Vendor Competitive Bidding and Renewal Negotiations
  • Funding Arrangements
  • Retiree Health and VEBAs

Segal offers unmatched retirement consulting expertise as a result of our 75 years in the industry. Segal’s retirement experts carefully track the issues that staff plans are facing today, such as monitoring compliance requirements.

Our consultants apply their technical expertise in pension design and their knowledge of the specific economic, business and demographic trends impacting employers and union members when solving client problems. Retirement consulting services we provide include:

  • Actuarial Services
  • Risk Assessment and Mitigation
  • Plan Design
  • Plan Governance
  • Investment Solutions
  • Pension Reform News

Segal expertise helps plan sponsors navigate the maze of federal, state and local laws and regulations related to benefit plans.

Our Washington-based compliance staff of health and pension law, experts maintain close relationships with government agencies and this allows them to respond to questions quickly and efficiently. We follow legislative developments carefully and update clients on new laws. Our compliance services include:

  • Drafting plan documents, summary plan descriptions, plan enrollment information, administrative forms and participant correspondence and notices
  • Reviewing documents for compliance with Internal Revenue Code and Department of Labor provisions and regulations, internal and external consistency and the provision of clear rules and guidelines for plan operations
  • Providing and implementing HIPAA privacy and security assessment, policies and procedures, compliance, and training programs
  • Designing wellness programs to promote healthy lifestyles while complying with strict federal guidelines
  • Drafting policies and procedures, and conducting training, on a wide range of federally mandated plan provisions, including COBRA, QDROs, USERRA, PPA and other laws
  • Developing Health Reimbursement Arrangements that can add flexibility to the design of a multiemployer health plan or provide a retiree health benefit
  • Helping plan sponsors navigate new and confusing rules regarding Medicare, coordination of benefits, and the Medicare Part D Retiree Drug Subsidy (RDS)
  • Helping plan sponsors prepare for government audits of health and retirement plans
  • Administering Crosschecksm, an operational review of your administrative procedures

We encourage our clients to contact Segal whenever a question arises about an issue that can affect their plan. However, because Segal does not practice law, if a legal issue arises, you should supplement the information and observations that we offer by contacting your attorneys for authoritative legal advice.

Our national communications experts partner with our clients to develop targeted and effective communications that clearly and consistently promote the value of staff benefit programs.

Regardless of how good a staff plan's benefits program may be, if participants don't understand their benefits or recognize their worth, they will not see their value and will not use these benefits to their maximum advantage. Our communicators are seasoned professionals with extensive experience in diverse communications disciplines and are especially proficient in staff plan benefits communications and consulting. Our communication experts assist clients with:

  • Benefits and compliance communications and education
  • Communications planning and assessment
  • Change communications
  • Participant services
  • Website development
  • Production management and coordination

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.

Sibson Consulting, a member of The Segal Group, specializes in providing sponsors of staff benefit plans with human capital services, which are tailored to the particular needs of each client.

Sibson Consulting offers comprehensive human capital consulting services. Working with organizations in many industries gives us the ability to provide insight to our clients across a broad spectrum of human resource and employee benefit issues. Our client offerings in this area include:

Organization Effectiveness

  • Organization Design and Assessment: Sibson can help your organization develop and leverage its strategic capabilities  and show you how an effective design will serve as a competitive advantage.
  • Operating Models and Work Systems: Sibson can help design new organizations and make them more effective with a "100 day plan" that will guide your organization in designing and implementing a new operating model.
  • Strategy Execution: We assist clients in successfully executing their business strategy.
  • Human Resource Functional Effectiveness: Sibson can evaluate your organization's human resources function to determine how it can help your organization achieve its strategic objectives.

Performance and Rewards

Sibson helps clients develop effective pay and performance programs that address the specific needs of organizations and their employees. Rather than coming in with a pre-established solution, we partner with our clients to create customized pay and performance programs that align with their strategic objectives and help manage the performance and productivity of their employees. We have over fifty years of experience designing client-tested programs that employees find easy to understand and both human resources and managers find easy to administer.


Sibson consultants have broad and deep expertise in helping higher education institutions with:

  • Program and Policy Design and Development: Components may include market pricing, competitive assessment, job evaluation/classification, salary structure and broadband design, pay guidelines, job description formats, reward and recognition programs, and incentives.
  • Implementation, Training and Ongoing Assistance: Sibson can conduct equity studies, develop communications to ensure employee understanding of compensation, plan and deliver training and orientation programs, make updates to salary structure and create reference materials to support ongoing administration.
  • Executive Compensation: Sibson can clarify board and presidential fiduciary responsibilities for setting executive compensation, develop metrics that determine outcomes, evaluate performance, examine success against external comparators, set base and merit compensation, assist with meeting "Intermediate Sanctions," and develop board action plans for managing executive compensation.

Segal Marco Advisors is a leading global investment solutions firm. The firm has been in operation for 45 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:

  • Investment solutions
  • Defined contribution consulting
  • Implemented investment solutions
  • Advisor solutions

Segal Select Insurance, Inc. provides insurance brokerage services relative to fiduciary liability, ERISA fidelity bonds, employment practice liability and cyber liability.

Segal Select Insurance, a subsidiary of The Segal Group, is the largest retail insurance broker dedicated to fiduciary liability insurance and fidelity bonds for multiemployer and union staff plans. We are also experts in employment practice liability insurance and cyber liability insurance. We offer extensive experience obtaining insurance policies that offer broad coverage and competitive premiums.

Contact an Expert

Dave Dean

Dave Dean

SVP, Multiemployer Retirement Practice Leader

Eli Greenblum

Eli Greenblum

SVP, Chief Actuary