FAQ
Questions employers ask most.
Concise answers about how the review works.
FAQ
Straight answers.
No. The Benefits Optimization Review is an advisory process. It evaluates how your benefits and payroll are structured and may identify supplemental or voluntary programs where appropriate. It does not replace major medical coverage.
No. Existing broker and benefits relationships are welcome. GLP Legacy is designed to complement your current advisors.
No. Any figures shown are illustrative. Actual results depend on eligibility, payroll, plan design, participation, tax treatment, and implementation.
The initial conversation takes about 15 minutes. A fuller analysis follows once relevant workforce and payroll information is shared.
Organizations with roughly 20–25+ W-2 employees, commonly working 30+ hours per week are typically the strongest fit, but smaller and larger groups can still be reviewed.
Often, yes. The review looks at how potential strategies may fit alongside your existing plans rather than replacing them.
If there's a potential fit, you receive a clear proposal. You decide whether to move forward; there's no obligation.
No. GLP Legacy provides educational and advisory information. Final decisions should be made with qualified tax, legal, payroll, and plan-administration professionals.