Services


Our core services include:


Fund Administration


  • Record-keeping & Document Management
  • Employer/Employee Contributions Processing
  • Accounting & Reconciliations
  • Payables & Receivables
  • Review & Dissemination of Disclosures
  • Cash Management & Loan Services
  • Report Generation & Distribution

Health & Welfare Services


  • Eligibility Processing
  • Auto, Manual and Online Enrollment
  • Cafeteria Health Plan Services
  • Dental and Vision Services
  • Claims Processing, Adjudication & Distributions
  • VEBA (Voluntary Employee Beneficiary Association) Health Reimbursement Account (HRA) Services

Retirement Services


  • Coordination of Financial Services Intermediaries (advisors, banks, broker-dealers, etc.)
  • Distribution of Monies & Benefits
  • Generating & Distributing Statements
  • Preparing Financial Reports
  • Preparing Tax Notices & Filings