Employee Benefits Administration Services
Benefits solutions that drive engagement and performance
Our business is centered on supporting organizations and their employees with benefits support strategies that keep pace with a rapidly evolving world while maintaining compliance and best practices that enable employers to recruit and retain employees.
Today’s employers must do more than offer competitive benefits and maintain pay structures — they need to deliver purposeful, forward-looking support that adapts to changing workforce expectations and business priorities.
We work with you to design and administer impactful, well-planned programs that enhance the employee experience, support physical, mental and financial well-being and deliver meaningful value beyond traditional benefits. Our approach balances compliance and risk management with innovative, tax-advantaged benefits administration that align with organizational goals. Through clear employee communications, education and data management capabilities, we help employees navigate and elect benefits, make informed decisions and actively engage with available programs, while providing employers with access to responsive, trained team-based support. Many organizations face challenges with fragmented data, manual processes and limited visibility, making it difficult to deliver a seamless and engaging employee experience.
Our teams help organizations do more with less through impactful administrative solutions that support employee engagement, ensure compliance, and align with corporate strategies and philosophies.
Health and welfare benefits administration
Our service offerings:
Employee benefits administration
Enrollment and eligibility management that is flexible, scalable, and user-friendly. These services are wrapped in a formal invoice reconciliation and audit practice embraced by CFOs and CEOs.
Consumer spending and reimbursement accounts
Efficient, innovative administration of tax-advantaged accounts, including FSAs, HSAs, HRAs, and commuter benefits.
COBRA and direct bill support
Tools and processes that keep COBRA eligibles notified and informed while holding them to the letter of their coverage rights. These systems and features can be extended to include retirees and employees who need to be billed for contributions while on a leave of absence.
ACA compliance and reporting
Flexible Form 1095 issuance options and timely Forms 1094/1095 filing support. Our approach focuses on getting the job done well, on time and in a way that minimizes employer involvement.
Employee education and engagement
Clear, multichannel communications delivery that supports enrollment and benefits education strategies. The goal is always to help employees take the guesswork out of employer benefits programs.
Technology and participant experience
Scalable, secure platforms that streamline administration, integrate with broader HR systems, and improve employee access and usability at every point of access.
Service delivery and support
Dedicated, centrally managed contact support teams and specialized expertise to ensure employee access to benefits education and enrollment support resources.
Reporting and optimization
Actionable insights, trend analysis and cost optimization strategies to support informed, data-driven decisions and continuous plan improvement.
Total rewards strategy
Ongoing support to align compensation and benefits with workforce needs, including workforce segmentation, differentiated rewards strategies and alignment of pay and performance to support business outcomes, engagement and retention.
Health and welfare compliance
When done with purpose, day-to-day administration health and welfare plan administration supports regulatory compliance and overall risk management.
Supporting HR, serving employees and respecting the bottom line makes for a highly impactful employee benefits program delivery. We’ll handle the benefits so you can focus on what’s really important … your people.
Retirement plan administration
Baker Tilly’s Retirement Plan Administration Services team brings deep experience in plan design, compliance, and consulting across a wide range of industries. With a strong focus on accuracy, transparency, and customer service, our professionals stay ahead of regulatory changes and proactively guide clients through an increasingly complex retirement landscape.
Designing and administering a qualified retirement plan is one of the most impactful — and complex — investments an organization can make for its workforce. Baker Tilly’s Retirement Plan Administration Services team help employers create and maintain retirement programs that align with business goals, meet regulatory requirements, and support employees’ long-term financial well-being.
We specialize in qualified defined contribution plans and work closely with plan sponsors and financial advisors to deliver cost-effective, compliant, and customized retirement solutions for more than 700 clients nationwide. Our approach is grounded in long-term partnership, technical expertise, and hands-on service — so you can focus on your people while we manage the details.
Service offerings
- Plan design
- Plan documentation, implementation, and qualification
- Plan administration and compliance
- Form 5500 preparation and filing
- Dedicated Benefits Consultant providing plan sponsor and participant support
The Baker Tilly team was unbelievable right from the start. We had complex processes but Baker Tilly made it work and provided us with solutionsCompensation/benefits analyst, Hospital system
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