Plan Design

Go beyond the basics to master how modern Canadian employee benefit plans are designed, managed, and optimized. Learn how to leverage data and industry trends to build a competitive and sustainable benefits program that attracts top talent and supports your workforce.

Pooled Benefits Plan for Small Businesses: Mechanics, Renewals, and How to Choose

Plan Design Geoffrey Greenall -
Learn how a Canadian pooled benefits plan protects small businesses from claims volatility. Discover how pooling affects renewals and how to compare quotes.
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Modular vs. Flex Benefits Plan: Key Differences and How to Choose the Right Plan

Plan Design Geoffrey Greenall -
Comparing modular vs. flex benefits plans? Discover the differences in costs, admin, and CRA tax rules to choose the right coverage.
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Non-Evidence Maximum (NEM): How It Limits Group Benefits and How to Calculate the Gap

Plan Design Geoffrey Greenall -
Don't leave group health benefits on the table. Learn how a Non-Evidence Maximum (NEM) caps your coverage and how to claim the excess protection you deserve
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Step-by-step to Design a Scalable Group Benefits Plan for Growing Small and Midsize Enterprises

Plan Design Geoffrey Greenall -
Design a scalable group benefits plan for your growing small-medium business. Step-by-step guide to attract top talent, cut costs & boost employee retention.
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