Delivering on the Promise of Group Retiree Benefits

Achieve Better Value, Experiences, and Outcomes

Plan sponsors are facing rising costs and concerns over post-employment benefits (OPEB) liabilities—making retiree benefits increasingly difficult to maintain, let alone enhance. An often finite budget is coupled with the need to mitigate disruption when transitioning members to Medicare plans. Needless to say, plan sponsors have a lot on their plates—and not a lot of time to manage all the moving pieces from benefits implementation to retiree support.

RetireeFirst brings decades of retiree benefits strategy and experience to the table. Our expertise and consultative approach, proven solutions and proprietary carrier relationships mean we can help you secure the most robust rates and maintain cost-effective retiree benefits. We also seamlessly transition members, handle carrier communications, and provide retirees with personalized advocacy services that meet their unique needs.

Man in Purple Polo Shirt
Caitlin Bailey Headshot
Man in Denim Button Up
Orange and Blue Quarter Circles

At the end of the day, we help you preserve benefits, save money and time, and improve the retiree experience—resulting in better outcomes for everyone.

Our Team’s Approach

We navigate the complex benefits landscape so you don’t have to—empowering you to preserve retiree benefits, improve the health and well-being of your members, and enjoy a stress-free experience. Learn more about who we are and what we stand for.

Who We Serve

We partner with labor unions, the public sector, and commercial plan sponsors to solve challenges and create meaningful, immediate, and lasting impacts on your organization, the healthcare industry and, most importantly, retirees’ lives.

Unrivaled Outcomes

We say what we mean, and we do what we say. Our sole focus on retiree benefits combined with our people-centric approach means our solutions and services deliver immediate savings, significantly increase administrative efficiencies, and help you preserve the benefits your retirees deserve. In fact, our service consistently receives a 90+ Net Promoter Score, and with the in-depth guidance and hands-on approach our clients gain, they see immediate bottom-line savings of up to 50%.

URAC Core Accredited Logo

URAC Core Accredited

RetireeFirst has been awarded a full URAC Core Accreditation for our commitment to upholding federal regulatory requirements and improving business processes.
Read more. 

Going Above and Beyond

We are all experts in group retiree benefits—but we believe it takes more than industry experience to make a difference for our clients and members. Compassion, empathy, and drive to improve the lives of our clients and retirees is in our DNA.

Our Brand Values




Solution Driven

Recent Case Studies