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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.

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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.

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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