About Us
Our Firm
Founded by John Davidson in 1983, our firm offers customized employee benefit solutions and consulting services built around our clients’ goals and objectives. We specialize in creative benefit solutions, strategic planning and easing the benefits burden on HR. We exclusively work on large group (> 100 employees) employee benefits. Our leading goal is to practice with the best principles always in mind. Making a difference in everything we touch is what we live and breathe each day.
Formerly known as Davidson Benefits Planning, we are a fully-owned division of Alera Group based in Tigard, Oregon.
Our Philosophy and Culture
We value of integrity, hard work, and professionalism. We are committed to innovation and creative employee benefits, risk management and insurance solutions. This is accomplished through our philosophy which is to:
- Expect far more from ourselves than we do from others
- Inspire excellence and success
- Lead with integrity and wisdom
- Provide fanatical attention to service, consistency and detail
Our promise is to partner with our clients to offer exceptional customer service, support, solutions and resources in every touchpoint we have with them. We are committed to recommending ideas, programs, products and services that will maximize the value and ensure the success of cost-effective benefit plans for each and every client.
Well known in the community for our culture, we make concerted efforts to be inclusive, open to everyone’s perspectives and to be optimistic and engage the mind and spirit. Culture development comes from our entire staff. Our culture committee coordinates a variety of events including community volunteer activities to have fun together and invigorate staff.
Part of our culture is also to practice The Collaborative Way which emphasizes Speaking Straight, Being There for Each Other, Listening Generously, Acknowledge & Appreciation and Honoring Commitments. We have ongoing training and support for our employees. The training and message has been extremely well received.
As a result, we have very happy and appreciative employees and outstanding performance for our clients. Our firm achieved Top 100 Employer to Work for in Oregon for the 16th year in a row.
Meet Our Team
People you can count on. People you can trust.
Sandi Christianson-Duprey
Benefits Consultant
Sandi Christianson-Dupreyis a seasoned Benefits Consultant at Davidson with an impressive 22 years of experience in the benefits industry.
Sandi's strength lies in cultivating robust relationships, both within the professional sphere and on a personal level. Renowned for her outgoing nature, she consistently exceeds client expectations, making her an invaluable asset to the team.
Before joining Davidson Benefit Planning, Sandi played a pivotal role in establishing and nurturing a Portland start-up employee benefits agency. Her rapid ascent to Director of Operations and Client Relationship Manager underscored her adeptness at navigating the intricacies of business operations. Sandi has her Life & Health licenses in both Oregon and Washington
Outside of work, Sandi finds solace in exploring the natural beauty of Oregon on her ebike, and her passion for travel extends to warm locales, with the tropics holding a special place in her heart.
Alex Crosslin
Reporting Analyst
Alex Crosslin is a Reporting Analyst with over 10 years of experience in human resources and benefits. Alex began her career as an HR Generalist and followed that up with outsourcing HR services to small and mid-size companies. She has extensive experience in employee relations, payroll, HRIS data maintenance, compliance, benefits administration, and recruitment.
Alex has a Bachelor’s degree in Communication from Oregon State University and a Master’s in Human Relations/Counseling from Northern Arizona University.
In her free time, Alex stays busy with her two little boys and loves to spend time with family and friends. She also enjoys yoga, running, martial arts and skiing.
Kyle Davidson
Financial Analyst
Kyle Davidson is a creative and animated member of the DBP team. Kyle is an Financial Analyst providing financial support and resources for analysis and reporting. His responsibilities include reporting, financial analysis and developing processes for streamlining and simplifying projects to create efficiency. Kyle enjoys bringing innovation and creativity to routine projects to provide reliability and ease of use.
Kyle is a native Oregonian and enjoys the active and outdoor lifestyle. His hobbies include bonsai trees, camping, kayaking, hiking, golfing and attending basketball and football sporting events. In addition, he enjoys spending his time with family and friends. Kyle graduated from Oregon State University with a Bachelor’s Degree in Managerial Economics and maintains his Life and Health Licenses in Oregon.
John Davidson
Producer
John Davidson, CSFS began his insurance career in 1980 as a producer of individual life products with Standard Insurance Company. In June of 1983 John started Davidson Benefits Planning and began working with small employer groups and shortly thereafter found an underserved and unique potential in the large group employee benefits segment. John since has established himself among his peers as an industry thought leader focused on strategic planning, cost management and the benefits of self-funding.
John founded Davidson Benefits Planning as a means to bring his expertise and passion to the Northwest market and over 41 years later continues to serve the interests of many clients with his signature stamp of integrity, honesty, and humility. As a past President of the Oregon Association of Health Underwriters and multiple Agency of the Year awards, John continues to represent the benefits industry and his clients with leadership, commitment, and innovation.
John is a 1978 Business graduate of Linfield College and is a Certified Self-Funding Specialist (CSFS). He actively serves as a board member on various philanthropies.
Resources
Pocketpal Video - App for Employee Benefits Portal (Touchpoints)
* Access requires credentials, please email info@jjdavidson.com for access information
EXPERT EDUCATION
Events and Webinars
Employee Benefits
Maximizing Impact: The Value of Voluntary Benefits for Today’s Workforce
In this session, our experts will showcase the value of voluntary benefits, from financial savings to improved retention to addressing the specific needs of their employees.
March 20, 2025 at 01:00 pm CT | Virtual
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Employee Benefits
Balancing Cost and Care: Could a Captive solution be the right fit for you?
In this session, our experts will discuss how captive solutions work and what you need to consider for your own group’s needs.
April 17, 2025 at 01:00 pm CT | Virtual
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Employee Benefits
Q2 2025 Quarterly Compliance Webinar
Alera Group's quarterly employee benefits compliance roundup will help you stay current on the latest national regulatory developments impacting employers.
May 6, 2025 at 01:00 pm CT | Virtual
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THOUGHT LEADERSHIP
Insights
Employee Benefits
The Market for Employee Benefits in 2025
Join Alera Group on January 16 from 1-2 p.m. CT as we highlight the key findings in our "2025 Employee Benefits Market Outlook" and discuss how trends in employee benefits may affect your business' offerings. The insights we’ll share and the questions we’ll answer will help you determine your benefits strategy for the months ahead.
January 6, 2025
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Employee Benefits
New ACA-Related Laws Provide More Flexibility to Employers
On Monday, December 23, 2024, President Biden signed into law two bills, H.R. 3797 (the Paperwork Reduction Act) and H.R. 3801 (the Employer Reporting Improvement Act), which will positively impact applicable large employers (ALEs) and other entities required to furnish Forms 1095-B or 1095-C to individuals.
January 2, 2025
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State of the Market for Employee Benefits in 2025
What are the needs and priorities of those in the workforce and the employment market? What are rival businesses offering to attract and retain the best the market has to offer? And what shifts are taking place in the market that employers should anticipate and prepare for? Alera Group’s 2025 Employee Benefits Market Outlook, scheduled for release on January 16, provides answers to those essential questions.
December 19, 2024
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IRS Releases PCORI Fee For Plan Years Ending Before October 1, 2025
The IRS has released Notice 2024-83, which sets the applicable PCORI fee for plan years ending between October 1, 2024, and September 30, 2025, at $3.47 per covered life.
December 12, 2024
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