Offers for Members, by Members
Exclusive offers from our board-affiliated businesses
Several SF EAC board members have volunteered complimentary services from their own companies, exclusively for fellow members.
Inclusive Insurance, Benefits, PEO Brokers & Advisors
John Nielsen · Insurance, benefits, PEO, and retirement plan reviews
Inclusive Insurance: Commercial Insurance
Risk Management & Insurance Analysis
Workers’ Comp, Liability, Property, Cyber, and coverage gap review.
Workers’ Comp X-Mod Review
Experience Modifier review to uncover hidden premium drivers.
Renewal Benchmarking
See how your renewal compares against similar employers.
Inclusive Benefits: Employee Benefits
No-Cost ERISA SPD Wrap Document
Required by ERISA since 1974, provided to members at no cost.
Compliance Review
Review of 5500s, 408(b)(2), ACA notices, and SBCs.
Benefit Plan Mini-Benchmark
See how your plan design & cost-sharing compares.
Inclusive PEO Brokers: PEO Services
PEO Fit Assessment™
Determine if a PEO reduces costs & admin burden for your company.
Wholesale PEO Pricing
Access to wholesale pricing from top national PEO providers.
Side-by-Side Comparison
A fully prepared comparison of fees, workers’ comp, benefits, and PEO options, without the pushy sales reps and phone calls.
Inclusive Advisors: Retirement Plans
Hidden Retirement Cost Review™
Investment fees, share classes, and recordkeeping costs.
Retirement Plan Scorecard
See your plan’s quality & fiduciary health score.
Fiduciary Process Review
IPS Investment Policy Statement, committee minutes, and disclosures.
John Nielsen, MS HROD, SPHR, RHU, AIF · Principal–CEO, Inclusive Insurance Solutions, LLC (415) 946-7777 [email protected] inclusiveinsurance.com inclusivepeo.com
Steve Martinez, HR Consultant
Exclusive no-cost HR support for EAC employers
Complimentary 30-Minute HR “Health Check” Call
A high-level conversation to help employers identify possible gaps in hiring, onboarding, documentation, performance management, and communication workflows.
One-Time Overview of HR Processes
An informational look at current HR processes such as new-hire steps, coaching/counseling practices, recordkeeping basics, and employee relations workflows. No document review or formal consulting.
Short Manager Micro-Training (15–20 minutes)
A brief virtual session on documentation basics, coaching conversations, preventing common HR mistakes, or escalation best practices.
HR Templates and Best-Practice Resources
General educational templates like onboarding checklists, coaching outlines, documentation frameworks, or communication guides (not legal documents).
Quarterly HR Tips and Trends
Optional email updates covering HR reminders, retention ideas, management best practices, and Bay Area employer trends.
Optional Educational Session for Leadership
A short on-site or virtual talk on improving communication, reducing turnover through process improvements, or effective documentation.
To redeem, contact Steve Martinez through the SF EAC board.
Home Instead
Jill Bowers · Employee caregiving support for your workforce
Complimentary Employee Caregiving Support Consultation
A confidential 20–30 minute consultation to help employers understand how caregiving responsibilities are affecting employee attendance, productivity, stress levels, and retention, with actionable solutions to reduce absenteeism and improve workplace stability.
Priority Access to Trusted Senior Care Services
Priority scheduling for in-home senior care, personal care assistance, companionship support, and specialized care (Alzheimer’s, dementia, chronic conditions), so employees can stay productive while their loved ones receive reliable, compassionate care.
No-Cost “Caregiver Impact Review” for Employers
An assessment of how caregiver-related burdens may be impacting your workforce, including estimated hidden costs and ways to support employees without increasing HR workload.
Educational Sessions for HR & Leadership
An optional on-site or virtual session on the caregiver crisis among employees, how caregiving affects company risk, turnover, and morale, and guidance on setting up caregiver-support programs. (Informational only, not legal advice.)
Quarterly Insights on Caregiver Trends in the Bay Area
Optional quarterly updates on Bay Area senior-care trends, employee caregiver statistics, and local resources that may help employees reduce out-of-pocket caregiving costs.
To redeem any part of this offer, contact Jill Bowers, Board Member, San Francisco EAC homeinstead.com
Fisher Phillips
Jason Geller · Employment law risk reviews & educational sessions
Complimentary 20-Minute “Employment Risk Spot-Check” Call
An informal, high-level conversation to help leadership identify potential areas of HR or compliance exposure, such as handbook gaps, wage & hour considerations, emerging CA updates, and common employer mistakes. Purely educational, no documents reviewed, no legal opinions provided.
Invitation to Quarterly Fisher Phillips Labor & Employment Update
Priority access (virtual or in-person) to educational updates on new CA employment laws, HR compliance trends, wage & hour changes, key court rulings, and workplace safety/Cal-OSHA shifts.
Access to EAC-Only Informational Alerts
An optional list for annual CA legislative summaries, compliance timeline reminders, HR best-practice tips, and practical employer guidance.
One-Time Informational Review of Current Policies
A non-binding, non-legal walkthrough of your employee handbook table of contents, current policy categories, and onboarding/termination process steps. No legal edits or legal review, educational guidance only.
Educational Session for HR or Leadership Teams
Jason can host a 30-minute virtual educational session for your HR team on preventing workplace claims, managing performance issues, documentation basics, navigating leaves of absence (overview only), and trends in CA employment litigation. Strictly informational.
Priority Access to Fisher Phillips Webinars & Workshops
Invitations to high-quality employer education events covering employee relations, bullying and harassment prevention, wage & hour updates, workforce restructuring considerations, and safety compliance (in partnership with Inclusive Insurance).
To redeem, contact Jason Geller, Board Member, San Francisco EAC · Fisher Phillips