Strategic Employer Planning Group

Insuring Balance in Benefits
4 Independence Ave
Orangeburg, NY 10962

Practice Areas

  •  Benefit Administration Solutions
  •  Group Health Insurance
  •  Human Resources Solutions
  •  Voluntary Benefits
  •  PEO Solutions
  •  Consumerism Solutions

Strategic Employer Planning Group Overview

Strategic Employer Planning Group is a group health benefits consulting firm.  We comprehend the unique needs of small-group employers and excel at helping clients to understand their options, reduce administrative burdens, lower employer premiums, and minimize employee claims exposure via traditional health insurance, innovative funding, and value-added options the market has to offer. 

What sets us apart is our commitment to integrity, honesty, and listening to what clients need.  This adheres to our mission and has earned trust, confidence, and an industry-recognized reputation for providing unparalleled customer service - calls returned with 24 hours, detailed explanation of offerings, consistent communication.

Our priority is gaining client trust through knowledge of the marketplace and the ability to convey effective solutions.  We educate clients about the right products to alleviate their concerns and offer solutions based on their needs.  At Strategic Employer Planning Group, advising one company at a time by "Insuring Balance in Benefits" for both employer and employee in mind.

Strategic Employer Planning Group Affiliations

Areas of Special Focus

  • Compliance
  • Employee Communications
  • Supplemental Benefits

Areas Served by Strategic Employer Planning Group

  • New York
  • New Jersey

Strategic Employer Planning Group Certifications

  •  Undoing Racism

Team at Strategic Employer Planning Group

As VP of Sales, Kathryn provides an energetic voice, support, and promotion of Strategic Planning.

Kathryn Fidlow

VP of Sales

Awards and Recognition

  • 2005 Certification in Consumer Driven Health Care

    Certification in Consumer Driven Health Care

    January - 2005

    Received Certification as an expert in Health Savings Accounts, Health Reimbursement Arrangements and Flexible Spending Accounts as vehicles for funding deductibles and co-insurance with High Deductible Health Plans

  • 2012 Certified Recovery Coach

    Certified Recovery Coach

    October - 2012

    Certified as a Recovery Coach - working with people desiring to live a life in recovery from Addiction. Coaching has a similarity to working with clients in the benefits world as both require providing solutions for the client's desired plan of action.

  • 2017 Certificate in Elementary Education and Middle School Mathematics

    Certificate in Elementary Education and Middle School Mathematics

    May - 2017

    Certified as an Elementary and Middle School Teacher. In keeping with the tradition of the enjoyment of giving to others, I decided to pursue my desire to work with students in need of assistance in Mathematics up through eighth grade Algebra.

Licensed In

New York: LA - 1377196

New York: LA - 815402

New Jersey: 9590843

New Jersey: 1591860

About The Service

Elevate Benefits, LLC owns and operates SHRM Broker Finder, a software as a service (SaaS) platform. Our platform supports your independent research, vetting and hiring processes. The company facilitates introductions and exchange of information between parties seeking and offering solutions. We are not a licensed financial services entity of any kind and we do not seek to sell or make money from the sale of any employee benefits, financial services or any other regulated products or services. We also do not make specific provider, product or service recommendations. Learn more by visiting our Frequently Asked Questions.


Contact this Broker

Run a Benefits
Broker Hiring Process

  1. Select Favorites
  2. Interview the Best Candidates
  3. Make your hire

Please Wait...