444 Liberty Ave. Suite 750
Pittsburgh, PA 15222-1207

Phone: (412) 497-1750
Fax: (412) 338-0241

Our Process

Gateway Financial’s Employee Benefit Analytics professionals strive to serve as an extension of our clients’ benefits team. Through our:

Experience- Our consulting team members average in excess of 25 years in the benefits business.

Creativity- We constantly look for new ideas, technology, and strategies to employ.

Quantitative Approach- Our financial analysts question everything.

Compliance- In an era of increased regulation, we are focused and have developed proprietary client checklists and support services.

Annual Service Plans- So you know what to expect and when to expect it.

We have established a process-driven approach to problem-solving and through each of its distinct phases we consistently follow a proven set of standards to meet our clients’ objectives.

We believe there is no single strategy to proactively manage our clients’ programs, and each of our clients deserves to partner with an advisor capable of designing and delivering a comprehensive path to proactive benefits management.

Our process includes the following five phases:

  1. Objective Setting
  2. Design and Funding
  3. Sourcing
  4. Implementation, Education and Enrollment
  5. Program Management