Tom Daly

Current

Managing Principal at Hartwig Moss Benefits

Past

Co-Founder and Principal Benefits Consultant at HR Inc.
Life & Disability Sales Manager at Prudential Financial
Founder and President at BenefitSync, LLC

Group Representative at UnumProvident

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Education

Loyola University New Orleans
Jesuit High School of New Orleans

Recommended

10 people have recommended Tom

Connections

500+ connections

Industry

Insurance

Tom Daly’s Summary

"We are passionate about our business - always striving to improve the level of service and innovation for our employer group clients. We have pulled together custom analysis tools, innovative plan design ideas, highly personalized and efficient communication, as well as state of the art administration for employee benefit plans. The result is a strong client partnership that allows us both to focus on what we do best."

Tom Daly’s Specialties:

I specialize in creative funding strategies and innovative communication techniques for complex employee benefit plans.

Tom Daly’s Experience

Managing Principal

Hartwig Moss Benefits

(Privately Held; 1-10 employees; Financial Services industry)

April 2001 — Present (8 years 8 months)

With offices in New Orleans, LA and Austin, TX, Hartwig Moss Benefits is an innovative, full-service employee benefits consulting firm.

We assist our employer clients Analyze, Design, Communicate and Administer comprehensive employee benefit plans (group Health Insurance, Ancillary group benefits and a full array of tax-advantaged accounts to compliment them).

Analyze
Total Cost of Benefits Report
Employer Contribution Analysis
Participation Distribution Forecasting
Competitive Plan Benchmarking

Design
Multiple Option Plans
Comprehensive Benefit Bank
FSA/HRA/HSA stacking
Executive and LOS Carve Outs

Communicate
Online and Paper Benefit Surveys
Wellness and Utilization Education
Personalized Enrollment Guides and
Election Sheets.
Employee Benefit Statements
Web-based Benefit Portals

Administer
Web-based HRMS
Online enrollment
COBRA/HIPAA administration tools
Billing Reconciliation
Co-Founder and Principal Benefits Consultant

HR Inc.

(Partnership; 1-10 employees; Human Resources industry)

February 2004 — September 2005 (1 year 8 months)

Human Resources Consulting Services.

HR/Business Audit - online tool providing you with a 50+ page detailed report on all areas of your business.

HR That Works! Program - Providing access to a wide variety of programs, forms and items to help your business.

Training Programs - Custom designed training programs for your employees.

HRIS - Complete evaluation, selection and implementation of an HRIS that fits your needs.

Job Description Review - Protect your business and set employee expectations with a review or design of job descriptions.

Compensation Plan - Review or design a plan that incorporates your salary program goals and market data for your industry and area.

Verbal Consultations - Available to you on an as needed basis to provide your key personnel with advice on employee relations issues.
Life & Disability Sales Manager

Prudential Financial

(Public Company; 10,001 or more employees; PRU; Financial Services industry)

January 1998 — April 2001 (3 years 4 months)
Founder and President

BenefitSync, LLC

(Privately Held; 1-10 employees; Information Technology and Services industry)

June 1997 — April 2001 (3 years 11 months)

Web-based Human Resources Information System and Employee Benefit Data Management System analyst and implementation specialist. Brokered first generation platforms such as eBenefits.com, Employease, Simpata and Prime Wire as well as consulting during implementation of ABRA HR Office, ADP and Oracle platforms.
Group Representative

UnumProvident

(Public Company; 10,001 or more employees; UNM; Insurance industry)

January 1993 — January 1998 (5 years 1 month)

Tom Daly’s Education

Loyola University New Orleans

1989 — 1992

Activities and Societies:

President of SGA - College of Business Administration, BEGGARS Fraternity
Jesuit High School of New Orleans

1983 — 1988

Additional Information

Tom Daly’s Interests:

New Technology, Gadgets, Golf, Family

Tom Daly’s Groups:

Human Resources Managers Association of New Orleans, Austin Human Resources Managers Association, National Health Underwriters, New Orleans Association of Health Underwriters, Young Leadership Council, New Orleans Chamber of Commerce, Money in Motion