Charon Planning

A Benefit Consulting Organization

ABOUT WHY CHARON PLANNING SERVICES REPORTING & ANALYSIS CONTACT WEBCAST

Charon Planning provides custom Health and Welfare benefit solutions with virtually seamless technical support, advocacy and innovation. We deliver the services and expertise expected of an industry leader with uncommon strategic vision, personal attention and commitment to building long-term client partnerships.

Charon Planning's consultants are organized by client - not by job function. That means you work with a consistent, dedicated team of benefit consultants, technology and administration specialists and regulatory compliance experts who personally know your organization and objectives and handle every aspect of your program from start to finish.

Explore our site to find out how our strategic approach and unique client-centric organizational structure can help save you money and make your life easier.

"Each year, even with increased enrollment, cost savings have been implemented. In a nutshell, compared with other brokers I have used, Charon Planning is the best, most efficient, most attentive and most cost effective. I recommend 100%."

Michael A. Pirozek
Director, Human Resources
China Shipping North America
Reporting & Analysis

Reporting & Analysis
Beginning with Year One ConsultingSM and continuing with our customized 365 Benefit ManagementSM process Charon Planning's underwriting and benefit plan professionals continuously monitor the performance of your plans. Through this highly analytical and detail-oriented approach we are able to proactively identify opportunities for improvement and ways to expand upon program strengths. more

Case Studies
Savings of $1.2 million without compromising employee benefit levels... a reduction in prescription drug benefit costs of over $800,000... reduced administrative expenses and dramatically improved employee service levels... these are just some of the outstanding results we have achieved for our clients. more

 Case Studies


Charon Planning’s culture and winning combination of experience, effectiveness, integrity and responsiveness has resulted in Charon Planning being named to the:

  • Inc. 500 Fastest Growing Companies
  • Philadelphia 100 (Wharton School/Philadelphia Business Journal)
  • Philadelphia Business Journal Top Ten Employee Benefit Firms
  • Philadelphia Business Journal Best Places to Work


As a subsidiary of National Financial Partners Corp. (“NFP”), we are a member of a financial services network containing over 175 owned firms and more than 320 member firms. Firms within the NFP network engage in one or more of its primary lines of business, which include corporate and executive benefits and property and casualty insurance brokerage. These firms, including ours, are compensated for services provided to clients in each of these lines of business. In addition to the standard fees and commissions received for the services provided to you, we or our affiliates may earn additional compensation for our role in providing certain products and services to you under separate contracts with insurance companies and group benefits providers. Insurance companies and group benefits providers may pay us or our affiliate’s contingent compensation upon satisfaction of factors such as volume, persistency or profitability of the business placed with such insurance company or group benefits provider. In addition, such product and service providers may pay us or our affiliates fixed amounts related to the support of NFP company conferences, conventions and other marketing efforts. If you are interested in receiving additional information on any of the matters discussed above, please call 800-229-5238. As always, we value your business and appreciate the opportunity to provide you insurance, investment and benefit services.