Our Process

  • Identify your objectives
  • Review current plans
  • Compare plans/funding alternatives
  • Advise on state and federal regulations
  • Manage the renewal process
  • Assist in enrollment, education, and COBRA
  • Medicare Supplement
Our Process Image

Managing Your Plans

  • ERISA compliant summary plan or wrap document preparation
  • Open enrollment/new hire orientation meetings and materials
  • Employee enrollment/changes- paper based or online
  • Human Resource/Employment Law resources
  • One call customer service for both the company and member
  • COBRA administration- paper based or online (at no cost)
  • Updates on plans and regulations
  • Form 5500 preparation
  • Medicare