Wealth Management Clients Retirement Plans Health and Welfare
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Health and Welfare

Benefits & Administration Overview

Enrollment & Eligibility

  • Online access to benefits enrollment available 24/7/365
  • Annual Enrollment, New Hire Enrollment, Terminations for all benefits
  • Significant reporting capabilities including Advanced ad-hoc features
  • Electronic File Feeds
  • Personalized Employee Self-Service

Billing & Financial Reporting

  • Billing reconciliation tools
  • Vendor Summary & Detail
  • Location Summary & Detail

COBRA Administration

  • Full COBRA outsourcing services
  • Initial Rights Notifications
  • Qualifying Events Notifications
  • Federal COBRA compliance monitoring

Document Fulfillment Services

  • Benefit Summary
  • Pre and Post Open Enrollment Benefit Confirmation
  • New Hire Communication Packets
  • Open Enrollment Communication Packets
  • Total Compensation Statement