Employee Benefits

Simplifying employee benefits, maximizing value

Elevate your benefits strategy — without the overwhelm.
We'll help you unlock smarter solutions designed to address your complex benefits challenges.

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Plans they’ll appreciate. Support you expect.

Choosing employee benefits shouldn’t mean settling for one-size-fits-all plans and mediocre customer service. We bring guidance, personalized support and responsive service to every step of the process, helping you offer benefits that meet your organization’s goals and your employees’ needs.
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Recruiting top talent
made easier

Struggling to fill positions? We help you create attractive benefit packages that draw in candidates.
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Reducing renewal
season stress

Our team will help you effectively evaluate carrier offerings during open enrollment.
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Maximizing your time
and resources

Don't have the bandwidth? We help manage your benefits, allowing you to focus on your core business.
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Getting the service
you expect

Experience a boutique service tailored to your needs. Our team ensures you receive the attention you deserve.

Support at every step

Our dedicated team provides side-by-side support to navigate the complexities of employee benefits. With our expertise in broker services, consulting and compliance, we help your organization thrive while aiming to protect your most valuable asset — your employees.

See who you'll work with →
Advisor supporting client with employee benefits services

Solutions designed
around you

Our employee benefit services are designed to meet the diverse needs of your workforce. From consulting to compliance, we support your organization's success. 

Browse our solutions →

handshake Broker and consulting services

Guidance in selecting optimal benefit plans for your organization’s unique needs.

person Benefits management and consulting

Streamlined administration and support to help maximize employee satisfaction and compliance.

usiness-case Executive disability insurance

Protect your executives with tailored disability coverage that supports your financial security.

compliance-protection Compliance and fiduciary support

Stay ahead of regulations with our compliance consulting and risk management strategies.

Stop wondering if you're doing enough

Get your complimentary call with our team of benefits experts to discuss your unique challenges and find solutions.

Book your call

Your benefits, our expertise

Comprehensive solutions tailored to your organization's needs.
TruePlan's Andrew Goo shaking hands with client with broker and consulting services

Broker and consulting services

Attract and retain top talent

Our broker and consulting services provide guidance in navigating the complex landscape of employee benefits. We help you optimize your offerings to help source and keep employees.

Explore our broker services →

Benefits management

Streamline administration

Our benefits management services simplify administration and assist with compliance and regulations. We take the burden off your shoulders, allowing you to focus on your core business.

View our benefits management services →
TruePlan's Bernard A. Gleeson and Regine Russell working on benefits management
Advisor specializing in executive disability insurance

Executive disability insurance

Protect your leadership team

Our executive disability insurance solutions defend your leadership team against unforeseen circumstances. Provide confidence with tailored coverage options.

View our executive disability insurance solutions →

Compliance and fiduciary support

Tailored protection

Our compliance and fiduciary support provides guidance on fiduciary best practices and ERISA compliance to help protect your organization and employees. 

View our benefits compliance services →
Advisor helping client with compliance and fiduciary support
Noah Buck

Noah Buck

President

Employee Benefit Services and Retirement Plan Services

Bernard Gleeson

Bernard A. Gleeson

Director

Employee Benefit Services

Amanda Humphrey

Amanda Humphrey

Senior Account Manager

Employee Benefit Services

Andrew Goo

Andrew Goo,

CRPC, CPFA

Business Development Executive

Employee Benefit Services and Retirement Plan Services
2 min read

2026 AI Trends Series, Part 1: Carrier-level Observations in Employee Benefits

Bernard A. Gleeson: Jul 20, 2026

TruePlan’s six main observations from carriers this year Artificial intelligence continues expanding across the...
1 min read

April 2026 Benefit Brief: Compliance deadlines and HR planning tools

Amanda Humphrey: Apr 22, 2026

Staying compliant in today’s benefits landscape isn’t just about avoiding penalties. It’s about running a more...
1 min read

March 2026 Benefit Brief: Insurance coverage and health literacy

Amanda Humphrey: Mar 19, 2026

In 2026, staying informed on both coverage details and employee education remains essential for plan sponsors and their...
Companies that trust us:

Our success stories

Explore our impactful employee benefits case studies.

Healthcare Benefits Revamp

Transformed a mid-sized company's healthcare offerings to improve employee satisfaction and retention.

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Executive Disability Plan

Implemented a comprehensive disability insurance plan for executives, enhancing financial security.

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Healthcare Benefits Revamp

Transformed a mid-sized company's healthcare offerings to improve employee satisfaction and retention.

View project
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FAQs

Find answers to some of our common employee benefits questions. 

Let's talk

Still have questions or want to learn more? Reach out for a complimentary 30-minute call.
We want to take care of our employees, and it's clear that TruePlan wants to help us do that.
Village Community School
Leslie Johnson
Associate Head of School for Finance and Operations, Village Community School
We have such a diverse workforce. The on-site education they do for our people is wonderful.
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Lisa M. Mazzoccone
Vice President & Chief People Experience Officer, St. Mary’s Healthcare Amsterdam
Master cleanse banh mi blog kinfolk, pitchfork try-hard mustache paleo. Tumblr church-key vice brooklyn whatever chia. Single-origin coffee echo park 3 wolf moon salvia humblebrag distillery palo santo.
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John Smith
Hubspot