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  • Coordinate Enrollment materials and brochures

  • Conduct Enrollment Meetings

  • Enrollment Services (In-house Benefits Coordinator, On-line or Manual)

  • Assist in creation of Plan Documents and Summary Plan Description

  • Assist HR or Accounting with billing issues

  • Assist employees with claims / benefit questions

  • Review of contracts / service agreements

Strategic Benefits Consulting

  • Strategic planning and benefit objective setting

  • Alternative funding analysis

  • Detailed claim analysis and financial data review

  • Comprehensive renewal analysis

  • Market negotiation

  • Employee / retiree cost share strategy analysis

  • Vendor / TPA network, discount, contracting & location analysis

  • Benefit-Cost Projections

  • Survey, research and benchmarking of costs and plan design

  • Cost containment strategy and solutions

  • Cafeteria / Flexible plan design review

Compliance Support

  • Creation of customized Wrap Summary Plan Description

  • On-line portal to distribute created Wrap Summary Plan Document

  • Initial Compliance Notice Review

  • ERISA Group Health Plan Sample Notice Booklet and Checklist

  • Online Portal – Access to up-to-date Compliance Changes, Sample Notices, Sample policies and Questions & Answers. 

Administrative Support
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