Services

At Pacific Coast Planning, we take the time to learn about your special needs. As part of our ongoing relationship, we will keep you current on market developments and legislation that may impact your employee benefits program. We will communicate your benefits program with our dynamic employee benefit workshop. The bottom line? We know how to stay in touch.

Our Promise to You

  • We will design programs that meet your objectives and develop measureable benchmarks.
  • We will negotiate with the insurance carriers for your benefit not ours.
  • We will periodically review your program and shop the marketplace for competitive benefits and rates.
  • We will help solve difficult claim problems and administrative issues.
  • We will keep you current on legislative changes that may impact your benefits.
  • We will provide forward thinking solutions to help keep key employees on your team.


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Benefit Solutions

  • Medical
  • Supplemental Out-of-Pocket
  • Dental and Vision
  • Life and Disability
  • Employee Assistance Programs
  • Long Term Care
  • Workers Compensation

Retirement Solutions

  • 401(k) and Profit Sharing
  • Defined Benefit Plans
  • Tax-Free Retirement Options

Value-added Services

  • Health Savings Accounts (HSA)
  • Health Reimbursement (HRA)
  • Flexible Spending Accounts (FSA)
  • Partially Self-Funded Options
  • HR Compliance
  • COBRA and HIPAA Administration
  • SFHCSO Funding Arrangements
  • Intranet Web Services
  • Consolidated Billing
Copyright ©2017 Pacific Coast Planning
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1050 Northgate Dr. Suite 352   San Rafael, CA 94903
P 415-507-2070   F 415-507-2077