Benefit Advisors, Inc.

Consulting

We provide consulting services for Pension and Health Care Benefit Plans. Consulting services include:

Assist and design plan benefit formulas and eligibility requirements.

Assist plan attorneys in the drafiting of plan documents.

Help the plan maintain its's exempt status.

Establish administrative office systems and procedures.

Report on Health Plan claim experience reserve requirements, contribution levels and project future financial data.

Design and follow up responses on all request for proposals.

Advise trustees on legislative and regulatory changes.

Review and assist in the preparation of all government filings.

Design communication materials and plan correspondence.

Administrative Oversight

We can assist your administrative office on a limited as needed consulting basis or provide more extenisve services including:

Review all meeting materials including agendas, minutes,appeals, disbursements, correspondence and all other materials prepared by the administrative office in preparation for presentation at the

Board of Trustees meeting

Attend all Trustee committee and full board meetings.

Analysis and prepare projections, estimates and other reports in connection with the plan's contribution requirements, benefit changes and eligibility requirements

Helping to maintain the plan's tax exempt status.

Establishing administrative systems and procedures.

Work closely with plan administrators. Reporting on plan operations including claim experience and reserve requirements.

Drafting and analyzing request for proposals for other plan advisors.

Providing advice on legislation and regulations including the HIPAA privacy provisions.

Preparing government filings.

Designing communication materials for participants.

Provide initial and ongoing training of administrative personnel on all aspects of the Benefit Advisors, Inc. union software.

Oversee the implementation and transition of computer and accounting services.


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