Guidance and support

Emeriti works with industry-leading retirement benefits specialists to bring you and your employees a streamlined, easy-to-use retiree health experience.
PLAN DESIGN

We help you develop a benefit design that meets workforce needs – and is affordable for your institution

From plan design to ongoing monitoring, you work with a dedicated team of experienced benefits specialists to ensure the best possible retirement health outcomes.

OPTIMIZE YOUR STRATEGY WITH OUR MODELING TOOLS

Our actuarial and financial modeling tools help you analyze data and evaluate risk.

CHOOSE THE BUILDING BLOCKS OF YOUR PLAN

You determine eligibility, contribution timing, investment choices, vesting and other key aspects of your plan.
ADMINISTRATION

The plan works smarter – every single day

We move day-to-day plan administration from your office to ours. We also monitor plan usage and schedule periodic reviews to assess progress and make any necessary adjustments.

CUSTOMIZABLE

Customize plan features to match your institution’s goals and culture.

COMPLIANT

We ensure that your plan complies with securities laws and regulations.
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EASY-TO-ADMINISTER

Easily implemented and administered, with a full set of services available for employers and employees.
ADMINISTRATION

Always by your side

Our goal is to make initial plan setup as fast, efficient and thorough as possible, with easy-to-customize plan documents, forms and agreements.  After plan implementation, we’ll always be here to answer questions and provide ongoing training and actionable tips so that employers and employees get the most of the their plan.
COMPLIANCE AND REGULATORY SUPPORT

We’ve got compliance covered

Emeriti ensures that your plan complies with applicable securities and insurance laws and regulations. Our team will handle:
 
  •   Filing required federal and state applications  and forms
  •   Preparation of Forms 5500 and 990
  •   Drafting of Summary Plan Descriptions and Annual Reports
  •   Adherence to applicable accounting rules and standards