Services
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Trust Fund Office Administration
- Meeting and Conference Coordination
- Preparation and Distribution of Trust Meeting Agenda and Minutes
- Custodian of Trust Documents
- New Trustee Orientation
- Publication and Distribution of Plan Notices
- Coordination with Service Providers
- Dedicated Staff to Provide In-Person, on the Phone or Email Customer Service
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Health & Welfare Administration
- Health & Welfare Enrollment and Eligibility Management
- Claims Adjudication
- Managed Care Services and Utilization Review
- Provider Network Maintenance
- COBRA Administration
- Hours Bank Administration
- Benefit Appeal Administration
- Stop Loss Monitoring and Coordination
- On-line claim status and eligibility look up
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Vacation, Contribution, Audit Administration
- Vacation Benefit eligibility management
- Application Processing
- Contribution history recordkeeping and employer reporting
- Conducting payroll audits
- Employer Contribution Collection and Delinquency Management
- Reciprocity Administration
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Pension & Annuity Administration
- Defined Benefit Plan Eligibility Management
- Defined Contribution Plan Eligibility Management
- Qualified Domestic Relations Order Processing
- Application Processing
- Annual Benefit Statement Preparation and Distribution
- Annual Pension Retiree Verification Processing
- Provide Participant Data for Actuarial Valuation
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Accounting Services
- Financial Statement Preparation and Distribution
- Budget Preparation
- Payroll Administration
- Cash Management Funds Coordination
- Plan Expense Management
- Government and Tax Reporting and Filing
- Facilitation of External and Government Audits
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Technology Services
- Secure Participant Portal
- Secure Employer Portal
- Custom Website
- 24/7 Interactive Voice Response System