Retirement Plan Consulting
- Provide advice on Plan Design.
- Plan documents and employee enrollment materials
- Employee education and enrollment assistance
- Assist with IRS and DOL audits.
- Retirement consulting with terminated participants and retirees.
- Interface between clients and the Plan Actuary.
- Conduct special plan or participant benefit studies or projections.
- Plan, amendments, terminations and mergers.
Health & Welfare Plan Consulting and Services
- Plan design and cost analysis.
- Group Health, Life, Dental, Vision and Disability Insurance programs.
- High Deductible Health Plan (HDHP) design & cost analysis in combination with HRA & MSA plans versus traditional Health Plans.
Health Reimbursement Arrangements & Health Savings Accounts (HRA/HSA) Consulting, Recordkeeping & Administration
- Process & pay Employee claims for reimbursement
- Provide Employee access to their benefits via secure website
- Provide Employer access to their plans via secure website where they can monitor the status of their plans