Health & Welfare Plan Consulting and Services
Plan Design and Implementation
Selecting, customizing and implementing a plan can be a complex process. Our professional staff will guide you through each step of the process including:
- Review the employer's controlled group and/or affiliated service group situation to determine who should be covered.
- Design a plan tailored to meet the needs of the owners, employees and the business itself.
- If we are taking over a plan already in existence, we will review the existing plan provisions and recommend changes to fully meet the employer's goals and objectives.
- Prepare customized enrollment and administrative materials.
- Conduct employee meetings to effectively communicate the provisions of the plan.