Administration and compliance support
Stay focused on maintaining an efficient retiree health plan with a suite of services that help your clients manage plan administration and ever-increasing regulatory demands.
- Plan documents
- Trust filings (1024)
- Investment menu design
- Forms 5500, 990; 1095(c)
- QME claim adjudication
- Ongoing participant communications
Plan design and modeling services
We help employers design a plan that best suits their needs.
Determine cash flow
Set funding goals
Calculate insurance premiums
Find the best resources for your business
We support you with thought leadership and expertise.