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The Step Process™

Process PlanningThe Step Process™ involves linking and aligning your benefits plans to Human Resources/Workforce Planning. It is an integrated planning process, the only one of its kind in the benefits industry, and exclusively available through the Step Benefits Group.

Key in the process is our ability to measure, monitor and report to our clients the progress they are making toward their desired goals.

The Step Process™ is a carefully thought out planning process that ensures that our consultants will be with you every step of the way to ensure you achieve maximum return on investment for every benefit dollar spent.


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As soon as you start earning paychecks, which should be in your teens and 20s, you should ideally start saving for your retirement. Savings are often considered a journey, not a sprint; so the earlier you can start contributing to your future savings, the more time your money has to grow, and the better off you’ll be in the long…

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