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Communications and Education
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- Confirmation statements
- Information on plan provisions and options
- New hire and annual enrollment kits with personal fact sheets
- Termination/Retirement kits
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Compliance Services
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- HIPAA compliance support
- Legal and regulatory updates
- Non-discrimination testing
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Life Event Processing
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- Birth/Death
- Employee status change
- Marriage
- New hire/ Rehire
- Termination
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Ongoing Administration
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- Adoption assistance processing
- Contribution processing
- Annual enrollment
- Beneficiary and dependent data maintenance
- Computer purchase reimbursement
- Eligibility tracking and determination to carriers
- Event tracking
- FSA administration
- Participant inquiry and issue resolution
- Plan and data maintenance
- Tuition reimbursement
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Plan Sponsor Support
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- Access to plan and participant data via Internet
- Quarterly service review
- Support for audit inquires
- Updates on legislative and regulatory changes
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Post-Employment Administration
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- Address maintenance
- COBRA processing
- HIPAA notification
- Life status change administration
- Participant tracking
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Withholding and Distributions
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- COBRA Retiree billing
- Direct coupon billing
- Premium determination
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