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Employee Benefits Consulting & Brokerage Services
Presented by: Jeanett Cordon
StoneTapert Employee BenefitsTel: 626.844.3300 ext. 448
| About Us |• StoneTapert Employee Benefits• Founded in 1961• An affiliate of Benefits America• Employs over 30 Insurance , ACA & HR Experts• Market Share – Over $500 Million in Annual Premium
• Corporate Headquarters• 14 N. Baldwin Avenue, Sierra Madre, CA 91204
• Full-service employee benefits brokerage firm specializing in benefit management, premium negotiations, compliance & technology
• Industry Rankings • StoneTapert | 12th Largest Employee Consultant in Southern CA• Benefits America | 4th Largest Employee Consultant in Southern CA
| Core Values |
•CARING C
•LOYALTYL•INTEGRITYI
•EXPERTISEE
•NEVER STOP MAKING A DIFFERENCE IN SERVICE & EXCELLENCEN
•TRUSTT
| Our Services |
DEDICATED ACCOUNT MANAGER
HR CONSULTING
CLAIMS MANAGEME
NT & RESOLUTION
BENADMIN ANALYSIS & IMPLEMENT
ATION
ACA COMPLIANCE GUIDANCE
ANNUAL ENROLLMENT SUPPORT
ONSITE EMPLOYEE EDUCATION
WELLNESS & HEALTH FAIRS
CUSTOM ENROLLMENT MATERIAL
BILINGUAL SUPPORT
COVERED CA / INDIVIDUAL SPECIALISTS
MEDICARE SPECIALISTS
| What Makes Us Unique |Benefits America•Powerhouse•Elite Broker
Status•Market Access &
Buying Power!
HR Support & Beyond•Your Account
Manager is an HR Professional
•HR Live provided by ThinkHR
Menu of Technology Solutions•HRIS/BenAdmin
Systems•ACA Tracking &
Reporting•Single Point of
Entry Solutions
Call Center for Individuals Insurance•Dedicated to Part-
time / Ineligible Employees & Family Members
•Service Available Year-round
| The HR Dilemma |Employee Benefits
HR Complian
ce
Worker’s Comp
Technology
401(k) / 403(b)
COBRA/ FSA
Admin
Wellness
Payroll
ACA Tracking
& Reporting
| Your Trusted Advisor |CLIENT
Employee Benefits
401(k) / 403(b)
Worker’s Comp
Payroll
ACA Reporting
& Tracking
COBRA/FSA
Admin
HR Complian
ce
Technology
Wellness
| Why Do Business With Us? |We have the buying power and leverage of a
large employee benefits firm and the personal service and hand-holding of a smaller regional
firm.
Leverage Compliance
Technology
Personal Service
| Committed to You |
"...they have exceeded my expectations and made my job easier."- Elizabeth Jones, Director of HR, Frostig Center | 6+ years
"…StoneTapert has proven to be an invaluable addition to our non-profit team. Their industry expertise, recognition of budgetary considerations, exemplary customer service, and visionary attention to our growing personnel needs has allowed us to offer competitive benefits packages in order to retain and attract the best in our field."- Angela Weimer, Senior Director of Operations, NALEO | 16+ years
"...Since 1963 we have had the pleasure of working with StoneTapert. They have given us excellent guidance in all benefit areas as well as business estate planning. We highly recommend this company."- Raymond Dowling, CEO, Universal Plastic Mold | 50+ years
"...we are grateful for their creativity, professionalism and accountability. We truly have a partnership with StoneTapert."- Pam Keith, Director of Human Resources and Insurance, Converse Consultants | 20+ years
"...they are the magicians of succession and estate planning."- Fred Ockrim, President, Sea Snack Foods, Inc. | 16+ years
"...StoneTapert has proven to be a tremendous asset to our company and more specifically, to our Human Resource Department. Our needs are important to StoneTapert!"- Bill Tweed, President, General Pump Company | 9+ years
| StoneTapert Nonprofit Clients |
| Network of Experts |
THANK YOU!
14 N. Baldwin AveSierra Madre, CA 91204Phone: 626.844.3300 | Fax: 626.583.9151www.stonetapert.com/tapert
Employee Benefits │ Founded in 1961
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