UBA Overview Build A Package That’s Right For You How We Help Communication Human Resources Compliance

UBA Overview

United Benefit Advisors (UBA) is the third largest benefits consulting and broker firm in the country. With over 145 offices throughout North America, Canada and the United Kingdom, The SSM Group is able to bring you national scope and clout, but with local attention and service. With a network of thousands of UBA benefits professionals, proprietary products and services, and deeply discounted programs, we can meet the needs of any sized business, anywhere in the world, ranging from the simple to the most sophisticated and complex.

Build A Package That’s Right For You

Need “out of the box” thinking to provide new perspective on existing problems? You’ve come to the right place.
With a team of the nation’s leading benefit advisors, The SSM Group brings nationwide tools and resources to your company to ensure you get the package that best meets your needs in your local market. Whether it’s reducing costs through proven methods that put you in the driver’s seat, or providing more support to your HR department, The SSM Group combine personalized service with exclusive products to give solutions to meet your company’s specific initiatives. Through strategic partnerships with the nation’s top and many leading edge service providers, The SSM Group keeps clients ahead of the game.

How We Help

As an advisor, we work with you to determine your specific benefits needs, prioritize your goals and provide you with technology tools that will streamline costs and improve your overall benefits package.  The SSM Group employs a formal and sophisticated process, supported by data and HR analytics to help you save time and money while building a living benefit model, continually adaptable to your changing needs.


It’s an ironic fact that a mediocre employee benefit plan, very well communicated and promoted, can be more valuable that a rich benefit plan with minimal communication and promotion. Proper communication is that critical, which is why The SSM Group devotes so much time and energy to it.

Human Resources

Even the best HR professionals need outside resources and assistance. Our clients have unlimited access to an HR hotline, forms and materials, and web-based HR training modules – all at no cost. That is just the start of the kind of support The SSM Group offers our clients.


The legal complexity of the human resource world grows each year. Health Care Reform legislation is only one small portion of the total list of mandates and regulations that employers must comply with. The alphabet soup of COBRA, HIPAA, ADA, ACA, etc., is just one part of the overall compliance requirement. We can help, starting with a wide variety of tools, TPA and other services, ERISA attorneys, and HR hotline.

Client Testimonials

  • I would like to express my appreciation for the expertise and service provided to meet our employees' and their families' health care needs. With the ever changing health care reform laws, I can rely on The SSM Group to help Bell Products, Inc. achieve meeting all the new guidelines and at the same time get the best health care coverage available in our area.

    - Audrey Geitner
    Health Care Administrator at Bell Products, Inc.

  • After doing business for the past several years with Jordan Shields and his team, I have been more than pleased with their service and professionalism. Not only can we count on their expertise when making our difficult healthcare decisions, but they are always there to answer and follow-up on all requests. From one Team to another, we appreciate all the work they do on our behalf.

    - Monica Bourdens
    Controller at Team Ghilotti, Inc.

  • The SSM Group is providing exceptional customer service in all aspects of employee benefit administration and strategic planning for our large automotive group with over 1000 employees statewide in California.  The staff is extremely responsive, accommodating and knowledgeable.  Their use of technical tools has been a real asset to our company.

    - Debbie Laremore
    Human Resources and Benefits Manager at Toyota Marin

  • Keith McNeil and his staff have provided exemplary customer service while helping us navigate the difficult waters of employee health benefits.

    - Paul DeMarco
    Director of Finance & Administration at Sonoma Land Trust

  • Jordan Shields runs a truly top notch, professionally managed organization. Our partnership over the last 15 years has resulted in many ongoing benefits to our business. The best part is, they keep getting better at what they do to support EMG.

    - Andy Gravelle
    COO/Managing Director, EMG, Inc.

  • We have been working with Jordan Shields and his crew for almost a decade and have consistently received top-flight service: clear, quality information about our choices delivered with a personal touch. Jordan and his staff make the maze of health and dental care options feel like a simple, straight path. Each member of the staff has his or her own special area of expertise that we are able to draw on. It is pretty amazing. As a business we work with a broad variety of vendors; Jordan is one of our favorites. We are so glad he works with us. Five stars and two thumbs up.

    - Charles Kahn
    Principal, Kahn Design Associates

  • Keith McNeil has been providing our law firm with a broad spectrum of insurance coverage for the past ten years. Their staff is extremely competent and able to communicate our coverage in a way that is easy to understand. We are very appreciative of this business alliance.

    - Bonnie Eckstein
    Business Manager at Carle Mackie Power & Ross, LLP