Our Process

Discovery & Feasibility

Identify objectives, participants, and funding parameters.

Design & Modeling

Run comparative analysis vs. existing compensation programs.

Implementation & Documentation

Draft plan documents, coordinate underwriting, and execute collateral assignments.

Education & Enrollment

Conduct group and 1:1 participant meetings.

Ongoing Administration

Manage reporting, policy monitoring, and employer recoveries.

Why Simplicity Keystone

Exclusive Nonprofit Focus

We work exclusively with tax-exempt organizations—healthcare systems, universities, religious institutions, and credit unions—giving us a unique understanding of both governance optics and IRS compliance.

Multidisciplinary Team

Our professionals bring deep experience in law, accounting, actuarial science, and finance—ensuring that every design is technically sound and strategically aligned.

Proven Track Record

Implemented 100 + plans across 90 organizations, including some of the nation’s leading health systems and universities.

National Resources

As part of Simplicity Group, we combine boutique expertise with the infrastructure of a $ 2billion enterprise—delivering scale, security, and continuity.

Who We Serve

  • Healthcare Systems
  • Regional Hospitals
  • State Hospital Associations
  • Academic Medical Centers
  • Native American Gaming Operations

  • Religious Organizations

  • Educational Institutions