Implementation Guide
When an organization selects a new benefits administration provider, the next and most critical phase of the process is implementation. An implementation that is done incorrectly, will ultimately lead to…
How to Handle a Lump Sum Window
4 Reasons to Offer a Lump Sum Window Lump Sums generally cost less than annuity purchases. Lump sums “de-risk” the plan by transferring investment and longevity risk to participants. Lump…
Benefit Plan Administration | Compliance & Monitoring | Defined Benefit Plans | Health & Welfare | User Guide
DOL Audit
When your number is up and the DOL comes knocking, will you be in the minority of DB plan sponsors with satisfactory responses to their inquiries, or might you be…
Benefits Administration Guide
A client concluded a lengthy implementation, which brought together excellent subject matter experts and transferred huge amounts of requirements/knowledge to the new provider. After seeing the positive results of user…
Next Generation of Health & Welfare Benefits Delivery
Does your benefits administration services provider have the capabilities to bring your healthcare strategy to life? As health and welfare (H&W) benefits administration providers continue to expand their offerings, you…