Barclay West

What Clients Are Saying. . .

Services

At Barclay West, we have numerous resources and added value services to share with our client partners. Here is a brief sampling of our service capabilities.

Employee Benefits

Barclay West Client Portal

Personalized Employee Communication Materials

Dedicated Account Management Support

Plan Document Preparation (SPD, SAR, 5500)

Competitive Benchmarking Information

Complete Online Enrollment

COBRA, FSA & HSA Administration

Wellness Plan Consultation and Seminars

We will provide friendly and expert claims assistance using our proprietary REACT follow-up system

HR Compliance Consulting

Federal & State Compliance Support

HR Forms, Templates & Checklists

Handbook & Policy Review

HR Training Seminars & Workshops

Online Compliance Tool

Retirement Services

Provider Evaluation & Selection

Investment Policy Statement Development

Plan Design & Investment Portfolio Monitoring

Financial Advisory Services & Investment Consulting

Participant Education Materials & On-site Meetings

Plan Document Preparation & Compliance Sup

At Barclay West, we take care to provide our customers high quality services personalized for their unique needs.

The thing about Barclay West is that you know the people behind Barclay West. Obviously “people” run companies but here you actually get three important things: responsiveness, action, and empathy. The account management team understands that they are not just a vendor. They are a resource. In a time when typical vendors forget what a customer is Barclay West reinforces customer service."

Controller, San Rafael, CA

Specialty Retail