Defined Benefit Pension Plans

Defined Contribution Pension Plans

Self-Funded and Fully Insured Health Plans


Self Funded and Fully Insured Health Plans

  • Participant web site offering the member information regarding their claims and balances
  • Quality control on all claims to prevent eligibility issues, duplicate payments
  • Full subrogation and COB administration
  • Bundling and unbundling capabilities and full code review
  • HIPAA policies and privacy standards
  • Flexible claim system developed by our in-house programmers fully programmable to the client needs
  • 834, 835, and 837 fill transmission and acceptance capabilities
  • HRA

Cobra Administration

  • All required notices for your total COBRA administration
  • An ERISA attorney on call
  • Answers to your COBRA questions
  • Deal directly with COBRA participants
  • Top of the line customer service
  • Carrier reporting and billing management
  • HIPAA Certificates

401(k) Administration

  • Continuous 401k administration
  • Reconciliation of 401k employee data
  • Determination of 401k plan coverage and eligibility
  • Allocation of 401k matching, profit sharing and other employer contributions.
  • Contribution testing (ADP, ACP testing)
  • Investment earnings allocation
  • Loans, hardship , retirement, death, disability and termination distributions
  • Summary annual reports
  • Quarterly statements
  • Fund financial statement preparation
  • An ERISA attorney on call

Flexible Spending Accounts

  • Debit card availability
  • Health care and dependent care accounting
  • Online account management
  • Dedicated customer service team
  • Direct deposit capability
  • Quarterly statements

Defined Benefit and Defined Contribution Plans

  • Payroll Deduction of Pre-tax and Post-tax deductions