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INVEST WITH WOODRUFF-SAWYEREmployee Benefits Services for Venture Capital Firms

High-powered benefit advice: One reason venture capital firms invest their trust with Woodruff-Sawyer

If you had to put your finger on just one resource your clients turn to you for, what would it be? Many have said it’s the firm’s ability to turn challenge into opportunity through the expert advice that’s provided.

The same is true of Woodruff-Sawyer. For over four decades, we have guided companies through the often-difficult employee benefits terrain, showed them innovative solutions, and empowered their benefit programs by providing concierge-level support at every point of contact.

END-TO-END OPERATIONAL SUPPORT

For each client, Woodruff-Sawyer assembles a cohesive in-house team of licensed experts who work as an extension of its Benefits department, providing resources during crunch periods, closing the gap on some routine functions and delivering knowledgeable advice when needed.

Woodruff-Sawyer also provides clients access to:

HELP DESK CONCIERGE SERVICES

• New hire onboarding, including personal consultations and benefits transition support for employees and their families

• Assistance with questions related to claims, plan coverage and other administrative inquiries

• Explanation of COBRA or other benefit issues related to termination

• Billing resolution support

• Assistance prior to international travel

CUSTOMIZED COMMUNICATIONS TOOLS

• BenefitStream: a dedicated benefits communication portal with video capabilities that provides employees and their families with 24/7 access to company plan information and SPDs among other benefits materials

• Open enrollment memo series: easy-to-read formats that allow HR professionals to succinctly inform employees of open enrollment deadlines, plan changes in the upcoming year, meeting dates, to-do lists and other program information

• Quick-reference benefit cards: laminated wallet cards customized with a company’s logo and colors, benefit response contact information and up to six company benefits plans with policy numbers, 800 numbers and website addresses

• Podcasts and seminars: customized compliance and industry updates for your benefits staff and open enrollment meetings for your employees

A TIME-SAVING PORTFOLIO OF HR TOOLS

• ThinkHR Live: a telephone support service offering immediate access to PHR/SPHR certified professionals who can provide quick, expert answers or second opinions on difficult issues across many functional HR areas

• ThinkHR Resource Center: a website with extensive content on need-to-know business topics including federal and state benefit compliance issues, templates for employee handbooks and job descriptions, policies and checklists and more

• ThinkLearn: a web-based platform with over 150 professionally developed training courses (with testing capabilities) on subjects such as sexual harassment prevention and response and workplace safety

• Customizable survey creation: a convenient web-based tool that allows HR professionals to create employee satisfaction surveys, benefit questionnaires, exit interviews and employer benchmarking surveys based on data needs

• Cloud-based document management: a secure portal that provides clients with centralized, fingertip access to their census data, benefit policies and other documents, and easy information exchange with their WS&Co. service team

Strategic resources that make the difference

Woodruff-Sawyer’s strategic resources give venture capital firms a competitive advantage, not just in improving the effectiveness of their benefits portfolios, but as an important risk management practice—from conducting compliance due diligence to quantifying the cost of benefits.

BENCHMARKING THAT INFORMS

Woodruff-Sawyer’s exclusive relationship with leading actuarial firm Milliman, Inc. provides clients with highly credible, independent analyses based on the venture capital industry and regional dynamics. We provide data on:

• Plan modeling

• Health care reform fiscal impact

• Self-funding feasibility

• Appropriate individual stop-loss levels

• Plan budgeting

• Mergers and acquisitions

• Retiree healthcare FAS106 liability

• Wellness initiatives

COMPLIANCE EXPERTISE THAT TAKES THE GUESSWORK OUT OF REGULATIONS

Our in-house compliance team, led by an ERISA attorney, gives companies access to ad-hoc compliance consulting. We perform a full compliance audit of clients’ plans and create action plans to correct problems. Your company also has access to customized seminars and updates including:

• Benefits 101

• International expansion planning

• Employee and severance agreements

• Compliance podcasts

• Legislative and industry updates

INTERNATIONAL CAPACITY THAT HELPS TO CLOSE THE GAP IN BENEFITS

Our integrated global benefits consulting brings together an in-house team of seasoned experts and a highly responsive international brokerage network to meet your needs, from strategic planning and plan design through program implementation and ongoing management. Whether your company needs to customize benefit planning for international travel, analyze compliance and best practice by region, or access flexible day-to-day consultation, our team can support your company’s goals.

TECHNOLOGY THAT PUTS YOUR COMPANY AHEAD OF THE HR CURVE

Our expertise with Human Capital Management (HCM) ensures clients receive the right HR technology products and solutions to fit their needs. From basic HR/payroll platforms to enterprise-level integration to full outsourcing including PEOs, we work with you to design a solution, or we can provide a pre-built solution. We have close relationships with top-notch vendors and help you source, implement and manage their services.

BUSINESS CONTINUITY THAT ENSURES LONG- TERM SUCCESS

Developing contingency plans often involves protecting against the risks associated with the untimely death or disability of key executives or shareholders. We can help your business build a continuity plan using:

• Key person insurance

• Buy-sell funding for business succession planning

• Supplemental retirement plans

• Executive life insurance

• Executive disability and long-term care

PROTECTION AT EVERY STAGE

At the personal risk level, we insure the complex lifestyles, personal property, safety and reputation of high net-worth individuals and their families. We provide specialty coverage for:

• Home estates, condominiums, seasonal residences, rentals

• Collection management for fine arts, jewelry, wine, silver, memorabilia

• Automobile – standard, luxury, vintage vehicles

• Recreational vehicles – motorcycles, ATVs, golf carts, yachts

• Family office

• Domestic employee liability

• Identity fraud against reputation risk

Contact Us for More InformationTo learn more about how our Employee Benefts services will work to your advantage, please contact:

SHEILA VILLAROMAN

Vice President,

Employee Benefts

415.399.6408

svillaroman@wsandco.com

50 California Street, Floor 12, San Francisco, CA 94111

The Strength of Woodruff-SawyerWoodruff-Sawyer is one of the nation’s largest independent brokerage and consulting firms and the risk management consultant for over 100 venture capital firms, including 25% of the top 100 firms. We help companies leverage their benefits programs through leading-edge advice that provides clarity in benefits planning, direction in implementation and efficiency in administration.

With strategic resources built on more than 40 years in the Benefits arena, our experts deliver to clients forward-thinking strategies that are not only cost conscious and compliant ready but are also in tune to employees’ needs. It’s the way that Woodruff-Sawyer helps companies maximize their benefits portfolio and flourish in a tough market.

Other key Woodruff-Sawyer service offerings include brokerage & consulting support to mitigate the following business exposures and liabilities:

PROPERTY & CASUALTY

• Property • Product Liability• General/Umbrella Liability • Crime• Auto • Cyber/Network Security• Boiler & Machinery • Builders’ Risk• Cargo • Surety• Environmental • Workers’ Compensation• Marine • Safety Management• International Risk • Kidnap & Ransom

MANAGEMENT LIABILITY

• Venture Capital Management Liability• Directors & Officers• Employment Practices

• Fiduciary

• End of Fund Life Products• M&A Transactional Products• Portfolio Company Insurance Programs

www.wsandco.com

BILL WHITE

Senior Vice President & Partner,

Corporate & Executive Protection

415.399.6343

bwhite@wsandco.com

mailto:svillaroman@wsandco.commailto:bwhite@wsandco.com