The GAPP Process

Together with your advisor, we undertake a thorough analysis of your benefit goals and priorities before we recommend an action plan for your business. Essentially, we look for any gaps in your current employee and executive benefit programs and illustrate the positive outcome of closing those gaps.

Our objective is to be an extension of your team, to challenge the usual thought process and provide proactive, unbiased ideas to help you maximize the return on important human capital. PPI’s experience and expertise in tax and financial planning helps us to provide a truly customized solution for your employees and executives.

GAPP diagram

Goals

Our consultants engage you in a process of discovery that allows for the identification and definition of your benefits objectives, or Plan Purpose, which may include one or more of:
the attraction and retention of quality employees, flexibility, tax efficiency,
an adequate level of protection for all employees, and the ability to control costs.

Actual Results

Using proprietary tools, surveys and benchmarking, we evaluate and analyze your current employee and executive benefit plans to understand where improvements can be made and identify inconsistencies between existing programs and the
goals you define.

Possibilities

We continuously look for ways to achieve significant improvements in results relative to plan goals. The creation and continuous service of benefit plans is based on five pillars that are fundamental to a successful program:

  1. Risk Mitigation
  2. Tax Efficiency
  3. Cost Containment
  4. Innovation
  5. Communication

Priorities

We present an actionable plan to help you focus resources where they will have the greatest impact, outlining steps for continuous improvements over time. Regular and thorough ongoing management of your program aims to enhance the health and productivity
of your team.

Our consultative approach incorporates valuable and proprietary online tools such as our Employee Benefit Calculator, Total Rewards Statements for individual employees
and executives.