Manage Renewals

• Develop a renewal strategy: design, cost, and timelines

• Negotiate fair renewal terms and bid when necessary

• Analysis of self-funding and other alternatives

• Development of Open Enrollment plan material

• Prepare an annual open benefit guide (up to 2 languages)

 

Compliance Guidance

• Prepare required government forms including 5500 forms

• Review SPD, SBC, SAR, and SMM for accuracy and completeness

• Compliance support on COBRA, HIPAA, ACA, ERISA, and Cafeteria Plans

• Develop company specific “wrap” documents and privacy policy

• Mergers and acquisitions benefit compliance due diligence

​​

Ongoing Service

• Develop annual service calendar and schedule in-person meetings

• Competitive benchmarking of benefit plans and costs

• Support and advocacy on claims and administration

• Active management of service providers and vendors

• Health promotion and wellness

​

Specialty Projects*

• Specialized actuarial valuations and studies

• Audits including systems and claims

• Claims and dependent eligibility audits

• Audit and selection of Pharmacy Benefit Managers

• Translation and language services

 

* Additional fee for these services.​