Benefit Programs Designed Simply for You With all the complexities of benefits administration, you need a strategic partner who won’t leave you more stressed and confused. You deserve a firm that respects your goals and provides proven strategies to make your job easier, your employees happier, and your company more successful. Arrow Benefits Group is a proud partner of United Benefit Advisors (UBA), one of the largest benefits consulting and brokerage firms in the country. With more than 200 UBA offices throughout North America and the United Kingdom, we offer global reach when you need it and supply integrated services to manage a wide range of employee-related matters. For more than 30 years, the partners at Arrow Benefits Group have been delivering expert advice, customized benefit programs, and timesaving HR solutions to a diverse group of California clients. Our innovative programs contribute true value to your company, helping you control costs and giving your employees a greater sense of financial and emotional security. Whether you have 3 employees or 3,000, we clarify and simplify your HR and benefits management process so you can devote more time to your core business activities.
The Arrow Benefits Group Advantage Personalized Service
Integrated Programs
Innovative Products
Effective Communication
Avoid frustration and confusion by talking directly to our principals. You’ll never have to call an 800 number and talk with a stranger when you have questions or concerns. We want you to talk to us. We want your employees to talk to us. We want you to have the answers you need when you need them.
Enjoy complete support for all your workforce activities—from benefit packages to retirement plans—with our integrated suite of employment-related services. We provide everything you need to evaluate your options, manage plans, control costs, and stay compliant with everchanging regulations.
Attract and retain great employees by giving them access to appropriate benefits. With our extensive knowledge, proprietary tools, and premium industry insights, we can offer competitive new products and programs designed to reach a diversified workforce and minimize an employer’s cost and risk.
Communicate the value of your benefit plan more effectively so your employees understand and appreciate exactly what you are providing. We offer communication and education tools to build the kind of trust, loyalty, and productivity that contribute directly to your bottom line.
We’re More Than Benefits At Arrow Benefits Group, we manage all the employee-related functions you don’t have time for with a unique dedication to personal attention. • We work to make you feel as if you’re the only client we have. • We listen to you, honor what you say, and genuinely care about your business. • We take the time to understand your employees’ needs and expectations. • We respond quickly to phone calls and emails and will travel to your company when you need face-to-face communication. We focus on the value we can bring to your business and how we can best help you support your employees with a benefit and compensation program that is competitive and compassionate and achieves your specific goals.
“The most important thing we can provide to our clients is service. If you’re an employer, you may not feel comfortable answering all your employees’
Benefits are complex, and we help employees understand their program so they can utilize it .” —Andrew McNeil, Principal questions. That’s what we do.
All the Services You Need for Success Arrow Benefits Group is a single-source benefits management solution with integrated platforms to address all your benefit and human resource management needs. When you work with Arrow Benefits Group, you won’t have to coordinate with outside vendors for a variety of projects. We provide: Benefits Administration You’ll have a partner who will help you control costs while offering affordable insurance options that attract and retain a talented and loyal workforce. We coordinate the disparate functions of employee benefit plan design, implementation, and enrollment using a variety of comprehensive tools at competitive rates. We also provide an integrated platform that includes COBRA, Flex, and self-funded dental and vision. With Arrow Benefits Group, your program is being monitored on a regular basis and analyzed to ensure each facet is being used to its fullest potential. This means you can take the day-to-day burden of benefits management off your to-do list. Human Resources You’ll have access to HR consultants who will partner with you to provide critical employee and management support. We provide a full range of integrated services and tools, including onboarding and terminations, employment verification and assessments, training, benefit and compliance audits, recruitment for managers and employees, handbooks, and conflict resolution. Additionally, we can develop your employee communications—custom designed and ERISA-compliant benefit manuals, open enrollment memos, newsletters, employee benefit guides and videos, and custom identification cards–all which help keep your employees informed and minimize their questions and confusion. Compliance You’ll have the support you need to effectively anticipate and manage emerging regulatory issues and reduce the risk of reputational and financial damage. Our principals have considerable experience and education covering the wide array of key state and federal benefit rules. They write manuals, teach courses, and continually produce white papers and bulletins on key compliance issues. Risk Management You’ll have access to detailed risk-management reviews so you can consider the full range of opportunities for your employee benefits. Our Risk Management team can evaluate options ranging from a complete, fully insured solution to partial self-insurance, or even total self-insurance. The differences might be significant, but it’s not possible to know which option makes the most sense until you understand the alternatives.
Arrow Benefits Group Divisions We provide comprehensive business services through our subsidiaries, partnerships, and referral network. Arrow Administration • Benefits Management • Claims Resolution and Management • Enrollment • HRIS/Payroll • Onboarding • Third Party Administration (TPA)
Arrow Benefits Consulting • Communications • Compliance • Design • Education • Marketing • Patient Advocacy • Self-Funded Medical • Voluntary Benefits • Web Portal
Arrow Financial • Buy Sell/Buy Out • Estate/Business Continuation Planning • Executive Compensation • Key Person Coverage • Qualified Retirement Programs
Arrow HR • Compensation • Compliance and Auditing • Conflict Resolution • Human Capital Management • Policies and Procedures • Recruitment and Placement • Training
Arrow Risk Management • Commercial Property • E&O/D&O • General Liability • Malpractice • Personal Lines • Safety Programs • Training and Procedures • Workers’ Compensation
Meet Our Senior Partners Jordan Shields, Partner “As a benefits broker, I get to use my brain and I get to use my heart to be of value to other people. When it comes to benefits management,
I want to be better than everybody—I want to know more than they know and I want to solve problems faster and better than they can.” Jordan Shields has been a leader in the insurance and benefits field since he opened his first agency in 1985. He has served on the United Benefit Advisors (UBA) board from 2009–2012, holding the positions of finance chair, vice chair, and chairman. Committed to improving the lives of others through effective insurance programs, he has served as the state PAC chair of California Association of Health Underwriters, president of the Golden Gate Association of Health Underwriters, board member of the California Broker Coalition, and state co-chair of the California Association of Health Insurance Agents. In addition, he has served on several carrier advisory committees and boards at local charities. He is also a published author and has written several manuals for the industry on the subjects of COBRA, FMLA, HIPAA, and the Health Security Act. He co-authored a Keith McNeil, CLU, CEBS, GBDS, Partner manual on the Affordable Care Act with Keith McNeil. “Having clients say
‘No one has ever said it that way before and now we understand it’ is what I work for. I believe that our clients need nothing less than our committed expertise to give them the right answer, the complete answer, and the answer they need at that moment.”
For Keith McNeil, insurance is not only his job, it’s his seven-days-a-week avocation. He is currently the legislative chair of the North Coast Health Underwriters Association and a managing member of United Benefit Advisors California (CUBA). As the author of the COBRA Compliance Checklist and Manual, Keith instructs regular courses on COBRA compliance. Keith previously served as the president of the Marin County Chapter of Chartered Life Underwriters and is the co-author, with Jordan Shields, of a manual on the Affordable Care Act.
Arrow Benefits Group is the North Bay office of United Benefit Advisors (UBA), one of the largest benefits consulting and brokerage firms in the country. We serve local companies with personalized service and provide global reach through more than 200 UBA offices throughout North America and the United Kingdom. Learn more at www.ArrowBenefitsGroup.com.
Arrow Benefits Group is your single-source solution for managing the complexities of benefits with expert advice, customized programs, and personalized HR solutions.
One Willowbrook Court, Suite 230 Petaluma, CA 94954 707.992.3780 info@arrowbenefitsgroup.com arrowbenefitsgroup.com